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The Steele Forbes Group
355 S Main St
Greenville SC 29601
(864) 298.0820
(864) 298.0820
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The Steele Forbes Group has 83 years of combined experience. We have navigated the markets since 1985 and can apply the collective wisdom from that experience to our guidance for clients' wealth management strategies. We believe every client is entitled to the highest level of personalized service and care. We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.
The Steele Forbes Group has 83 years of combined experience. We have navigated the markets since 1985 and can apply the collective wisdom from that experience to our guidance for clients' wealth management strategies. We believe every client is entitled to the highest level of personalized service and care. We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.
The Steele Forbes Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
About Us
Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Meet Our Team
Courtney Greene Turner
Officer, Registered Senior Wealth Management Client Associate
864.298.0820
864.298.0820
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jamie Mehaffey
Wealth Management Banking Specialist
Merrill
Jonathan Cates
Employee Benefits Specialist
Bank of America, N.A.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.