Joshua Steinert, MBA

I help build enduring relationships by providing thoughtful, comprehensive financial guidance rooted in integrity, discipline, and a genuinely personal approach. I focus on developing tailored investment strategies that reflect each client’s goals, helping clients navigate complexity with clarity and confidence.

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 practical, personalized advice with consistency and care.

I strongly believe that being well-rounded matters—not just professionally, but personally. I currently serve on the Board of Trustees for the Georgia Council on Economic Education, supporting financial literacy across the state. Within Wells Fargo, I am Vice President of the Georgia Employee Impact Team, helping organize statewide volunteer initiatives. Outside of my professional work, I have been a support firefighter, spent years specializing in search and rescue in the Civil Air Patrol and Coast Guard Auxiliary, and chaired events for the March of Dimes.

Outside of work, I’m a proud father, and my daughter and I enjoy traveling, especially cruising, and exploring new places together.

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