Joshua Steinert, MBA

I help clients turn their financial goals into thoughtful, personalized strategies built on trust, discipline, and a clear understanding of what matters most to them. I focus on developing investment plans that are designed to reflect each client’s priorities, helping them navigate evolving needs with clarity and confidence.

I hold an advanced degree in business and have a strong interest in the intersection of global events and financial markets. This perspective helps allow me to engage in practical, down-to-earth conversations and deliver guidance that is both informed and approachable.

Since joining Wells Fargo & Company in 2007, I have developed a strong understanding of the needs of affluent clients. I began my career as a Branch Manager and later transitioned into Premier Banking, where I sharpened my ability to deliver actionable, personalized advice with consistency and care.

I believe that a well-rounded life fosters greater perspective, stronger relationships, and lasting fulfillment, both personally and professionally. I currently serve on the board of trustees for the Georgia Council for Economic Education, supporting financial literacy across the state. Within Wells Fargo Advisors, I am the vice president of the Georgia Employee Impact Team, working to organize statewide volunteer initiatives.

My previous civic involvement included service as a volunteer support firefighter. I spent several years specializing in search and rescue operations with the Civil Air Patrol and Coast Guard Auxiliary. I also served as the chair of March for Babies campaigns for the Coastal Empire March of Dimes.

Outside of work, being a dad is the most meaningful part of my life and has shaped the insight, patience, and sense of purpose I bring to everything I do. I also enjoy travel, adventure, and cruising, and I’m a watch enthusiast. When I am not exploring new destinations, you will often find me spending quiet time in the North Georgia mountains with family and friends.