Address : 7200 Wisconsin Avenue, Bethesda, Maryland 20814, United States
Phone Number : +1301-298-2230
Industries : Financial Services
Website : seventy2capital.com
Company Description
Seventy2 Capital Wealth Management is committed to our clients' most important financial goals. Once we have a deep understanding of our clients' goals, we then implement and manage strategies to achieve them. Through this process, clients can BUILD and PRESERVE their wealth, leaving them more time to be INSPIRED. Seventy2 Capital provides a turn-key platform for client-centered financial advisors.Seventy2 Capital is an independent private client practice where wealth managers have earned some of the most advanced designations in the industry including the CFA®, CIMA®, CFP®, CRPC® and CAIA®. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. This relationship allows us to offer financial advisors and clients huge capabilities yet retain the flexibility of determining our own culture. Seventy2 Capital Wealth Management LLC is a separate entity from WFAFN.info@seventy2capital.com
Specialities
- Wealth Management & Investments
- Financial Services
Financial
Employees Total : 50
Miscellaneous
Founded in : 2016
Twitter : seventy2capital
Facebook : Seventy2-Capital-Wealth-Management-116454563076831
Linkedin : 72-capital-wealth-management
Hosting : CloudFlare Hosting
Hosting : Amazon AWS
Fonts : Google Font API
Widgets : Facebook Widget
Social Login : Facebook Login (Connect)
Advertising Networks : Google AdWords Conversion
Last Updated : 2023-11-20
Employees
- Emily McManaman ( Human Resources & Operations Director )
- Amy Rinaudot ( Senior Wealth Associate )
- Donald Dearie ( Senior Vice President )
- Michael Hartman ( Executive Vice President - Financial Advisor )
- Marie Lomibao ( Vice President )
- Ethan Beatty ( Finance Intern )
- Clement Banwell ( Intern )
Alumni
- John Knies ( Private Wealth Management Intern )
- Tim Lund ( Asset Management Intern )
- Cameron White ( Wealth Management Intern )
- Ashley Helrich ( Intern )
You Might Be Interested With:
 | John O'Leary - Live Inspired. Saint Louis, Missouri, United States Events Services |
 | Win-Bar Insurance Brokers Inc. Toronto, Ontario, Canada Insurance |
 | AHEC Zaqatala, Azerbaijan Food & Beverages |
 | Architexas Dallas, Texas, United States Architecture & Planning |
 | Foshan Sanshui Heshun Hardware Machine Co., Ltd. Foshan, Guangdong Province, China |
 | FORENINGEN DRAMMEN INTERNATIONAL SCHOOL Drammen, Buskerud, Norway |