Guy Steele, Financial Advisor

FINANCIAL ADVISOR
Guy W Steele

CFP®, ChFC®, CPWA®, CLU®
4099 Tamiami Trail N Ste 303, Naples, FL 34103opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Professional Athletes
  • Retirement Savings Strategies
  • Wealth Strategies
  • Professional Entertainers

About Guy

As far back as I can remember, I have always been fascinated by money. I noticed that some families were well-off while others struggled, and I often wondered why.

I grew up in a very old house—so old that it was already old when my dad was born. It was also small. My twin sister and I shared the same tiny room all the way through high school. Winters were especially tough, with drafts seeping through the floorboards, making the house cold and miserable. I often felt disappointed by the things we couldn’t have or do.

This experience sparked a deep desire...

Work History

  • Edward JonesFebruary 1989 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CPWA®

    Certified Private Wealth Advisor®
  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • Active Lifestyle
  • Cycling
  • Health & Nutrition
  • Running
  • Podcasts

Team Members

  • Crystal Lusk
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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