At HomeTown Investments, we’re proud of the team of financial consultants and professionals we have serving our customers. That’s why we seek out talented, customer-oriented people to join our team. Steven Agee, LPL Financial Advisor with HomeTown Investments is no exception. A native of Floyd, Virginia, Steven is excited to be part of a company that aims to earn a reputation for a strong commitment to its customers and community.
With both a Bachelor’s degree and Masters of Business Administration from James Madison University, Steven has demonstrated a passion for education and is a lifelong learner. Prior to launching his career in insurance and financial planning, Agee taught middle school to at-risk students as well as career and technical education to high-schoolers. He also co-owned an education technology business where he was responsible for business development, consulting, and professional development. Needless to say, his diverse background allows him to understand the ebb and flow of life and business, enabling him to better serve the needs of all customers.
Agee entered the insurance and wealth planning in 2014 and has quickly gained a rapport for his ability to build relationships, listen, and collaborate with businesses and families. His favorite aspect of financial planning is working with all types of people in various situations and helping them pursue their dreams.
Outside of work, Steven enjoys the company of his family; his wife of 21 years, Kimberly, their two sons, Caleb and Jarrett, and two daughters Josie Tate and Payton. He is also a fourth generation cattle farmer, residing at his farm in Floyd. When he isn’t tending to the farm, he’s cheering on James Madison and Virginia Tech as well as Carson-Newman Track and Field where his son Caleb runs the 400m hurdles. Steven also serves on the board of the New River Valley Fellowship of Christian Athletes.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SPIC, Insurance offered through LPL Financial, or its licensed affiliates.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Securities offered through LPL Financial Member FINRA/SIPC