portrait of Dennis F Steele Jr
FINANCIAL ADVISOR
Accepting New Clients
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About Dennis

I like to help individuals, multi-generational families and business owners who are committed to achieving their financial goals in an increasingly complex and volatile investment environment; to live comfortably and create a meaningful legacy using sound wealth strategies.

When I was a teen, I began investing and the world of investing became very fascinating to me. So much so that it heavily influenced my education and produced a desire to help others with managing wealth. To follow that dream, I began by teaching as a college professor and did so for 21 years at small Christian university near Chattanooga, Tennessee....

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2020 to Current
  • Southern Adventist UniversityJuly 1999 to June 2020

Education

  • Mississippi State UniversityDoctor of Philosophy

Personal Interests

  • Vintage Cars
  • Canoeing
  • Walking
  • Baking
  • Golfing

Team Members

  • Becky Hensel
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun By Appointment Only

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