Burke Steele is the founder and president of Appomattox Wealth Management. He is a graduate of Hampden Sydney College, Class of 1984, and has more than 38 years of experience in the financial service industry. He started his career in the banking industry in 1985. After 10 years of banking...
R.F. Burke Steele IV has over 10 years experience in the financial service industry. Burke works with families and businesses to help them pursue their personal and financial goals. His clients appreciate the comprehensive financial planning process and creative wealth solutions. Burke and his wife Lauren live in Chester, VA...
Rob joined the Appomattox Wealth Management team in 2016. After graduating from Hampden Sydney College in 2015 with an economics degree he worked alongside the Investment Centers of America’s Financial Solutions Team located in Bismarck, North Dakota. Here Rob became knowledgeable with retirement planning and wealth management strategies. Rob currently...
Leverette recently joined our Wealth Management team in 2014. His primary focus is extending our services into the community surrounding Waverly, Virginia while providing our clients superior customer service. He currently holds a Series 6 and 63 registrations with LPL Financial and life, health and annuity license. He is a...
James joined Appomattox Wealth Management in February of 2020 and has proven to be a great addition to our team. James started off in client and financial services and has since been appointed Operations Manager at the firm. James lives in Midlothian, VA with his dog Finn. In his spare...
