Wealth Enhancement Group
John Steele, CFA, CFP, currently serves as the Senior Vice President and Financial Advisor at Wealth Enhancement Group, a position held since May 2020, where expertise lies in advanced investment strategies and tax minimization for high-net-worth, ultra-high-net-worth, and institutional clients. Previously, John held roles at JOYN as Vice President and Director of Investments from October 2017 to May 2020, and at BB&T in various capacities including Director of Investments and Wealth Portfolio Manager from July 2012 to October 2017. Academic qualifications include a Bachelor of Business Administration with a focus on Finance, Economics, and International Business from the University of Kentucky, complemented by studies at Korea University.
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