David G. Steele
David Steele is an Executive Director and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. As the founder and leader of the Steele Group, he serves as the key contact for his team’s high-net-worth clients, including corporate executives, retirees, small business owners and foundations.
David spearheads the development and implementation of strategic plans that touch on every aspect of his clients’ lives. Skilled at portfolio management, tax and estate planning, and trusts, David painstakingly manages his clients’ portfolios with holistic focus on life stages and the financial needs around them. He acts as the organizing force that carefully consolidates each client’s existing portfolio, then assesses their current situation, leverages the deep resources that J.P. Morgan offers, and builds a comprehensive financial plan to help clients achieve their life goals rather than allow them to blindly pursue the highest relative returns.
David has more than 23 years of experience in financial services. David received a B.B.A. in Business Administration from Temple University and earned an M.A. degree in English with a concentration in Literature from San Francisco State University. He has a personal interest in fostering young playwrights and sits on the board of PlayGround Inc., a not-for-profit incubator that supports the development of new local voices for the theatre. David owns a number of successful restaurants in and around the Bay Area.
Registered States: AZ, CA, CO, CT, DC, FL, GE, HI, IL, IN, ME, MD,MA, MI, MN, NV, NJ,NM, NY, NC, OK, OR, PA, SC, TX, UT, VA, WA