Jan 17, 2025 Seventy2 Capital Wealth Management Promotes Fourteen Team Members
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that fourteen of their team members have received promotions in title:
- Alex Eljdid – Executive Director & Financial Advisor
- Brent McTaggart – Executive Director & Financial Advisor
- Mike Hartman – Executive Director & Financial Advisor
- Scott McLaughlin – Executive Vice President & Financial Advisor
- Chris Hayburn – Executive Vice President & Financial Advisor
- Steve Otten – Executive Vice President & Financial Advisor
- Don Dearie – Executive Vice President & Financial Advisor
- James Brockett – Executive Vice President & Financial Advisor
- Doug Stead – Senior Vice President & Financial Advisor
- Nick Shealy – Assistant Vice President & Financial Advisor
- Tom Palazzo – Senior Financial Advisor
- Ashley Printz – Senior Wealth Associate
- Kevin Shultis – Senior Registered Wealth Associate
- Alex Simet – Registered Wealth & Investment Associate
Tom Fautrel, Seventy2 Capital’s President and Co-Founder said, “Congratulations to these team members for reaching the next milestone in your careers! We appreciate your hard work and dedication to your clients and look forward to seeing you continue to grow and succeed at Seventy2 Capital.”
Seventy2 Capital’s title structure is based on years of experience, quality of service, and assets under management. To reach these new milestones, the individuals listed above have proven that they are committed to helping clients achieve their most important financial goals above all else, and exemplify the practice’s values of integrity, opportunity, and contribution.
About Seventy2 Capital
Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our client’s goals and values and then develop and implement customized strategies that fit those objectives. Seventy2 Capital has been recognized as a Barron’s Top 250 Private Wealth Management Team in 2024 and a 2024 Forbes Top Wealth Management Teams, High-Net-Worth. For more information please visit www.seventy2capital.com.
2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source: Barrons.com).
The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. www.wfafinet.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.