Johns Creek Advisors Team just got bigger!
Damon Ladd-Thomas – The President of Johns Creek Advisors – welcomed a new member Steven Beebe.
Steve is a graduate of the University of Michigan. He has a Bachelor of Arts degree in Economics. He obtained his Series 7 (securities license) and insurance licenses in 1988, while working for Prudential Insurance. After four years, he moved to Manulife Financial where he wholesaled defined contribution and defined benefit plans to companies. He was their first enroller and account manager. He helped to build their participant education department and enrolled over 700,000 participants in 23 years with the company. In 2004, Manulife acquired John Hancock. For the next ten years, Steven managed well over $1 billion in plan assets. In August 2014, he became an independent advisor with Edward Jones. He continued offering 401k plans to small companies and built his personal wealth management practice from those plan participants. In three years, he brought in $40 million in assets. Desiring to be more independent, he moved to Johns Creek Advisors in February 2018 and offers Securities and Investment Advisory services through NEXT Financial Group, Inc. He plans to continue his usual practice with working for small businesses.
Steven is divorced and has three wonderful adult children.
He loves to do things with his kids and anything involved with his alma mater. He loves to travel around the world whenever possible. He loves music and is active in his church. He is a big believer in social networking and is involved in various charities, social organizations, and business associations.
If you like to meet the entire team, just stop by:
11138 State Bridge Road, Suite 125, Johns Creek GA 30022.
You can also go to Johns Creek Advisors website and get to know us better.