May 13, 2024 Seventy2 Capital expands in Red Bank, NJ with the addition of Brent McTaggart, Jason McTaggart, and John Busco, Executive Vice Presidents
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they have expanded their presence in Red Bank, NJ. Brent McTaggart, Jason McTaggart, and John Busco have all joined the practice as Executive Vice Presidents and Financial Advisors.
“We are so happy to welcome Brent, Jason, John, and their team to the Red Bank office!” stated Jim McCarthy, Senior Managing Director, Red Bank. “Their mission to navigate clients toward their long-term goals, fostering financial security and peace of mind, aligns perfectly with Seventy2 Capital’s values.”
With nearly 30 years of experience, Brent previously served as a Senior Financial Advisor and Managing Director-Investments with Wells Fargo Advisors for 19 years. Before that, he worked as a Financial Advisor and Vice President with Banc of America Investments and Quick & Reilly Inc. Jason was a Senior Financial Advisor and Managing Director-Investments with Wells Fargo Advisors for 14 years, and prior to that, worked as a Financial Advisor and Vice President – Investments with Banc of America/Merrill Lynch and their predecessors for over 10 years. John has worked in the wealth management industry for over 25 years. He began his career as an advisor at Merrill Lynch, UBS, and eventually went to Wachovia, which was later acquired by Wells Fargo Advisors.
When asked about their decision to join Seventy2 Capital, John replied “I am excited to join the team and be part of the Red Bank office! This is the natural progression in my career after sitting in a bank branch for 20 years and working in private client Wall Street Firms before that, and I look forward to seeing what this next chapter brings.” Jason stated, “We are thrilled to make the move to independence to take greater control over our books of business and are happy to have the resources and support offered by Seventy2 Capital and Wells Fargo Advisors Financial Network.” Brent added “We believe this move will be beneficial to our clients as well. Seventy2 Capital shares our commitment to putting the client first and enables us to customize solutions for what each individual needs.”
Senior Registered Wealth Associates Jennifer Engelhardt and Al Raia joined Seventy2 Capital with Brent, Jason, and John. Jennifer has nearly 25 years of industry experience, previously serving as a Client Associate at Merrill Lynch and its predecessors Banc of America Investments, Summit Financial and Quick and Reilly, and as a Senior Client Associate at Wells Fargo Advisors. With 20 years of experience in the wealth management industry, Al began his career as a Client Service Representative at Merrill Lynch, then served as a Registered Client Associate at Wells Fargo Advisors and its predecessor, Wachovia.
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. We have been recognized as one of the 2022 Forbes Top Wealth Management Teams – High Net Worth in the United States and 2023 Barron’s Top 100 Private Wealth Management Teams. Visit Seventy2Capital.com.
2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
The Forbes Top Wealth Management Teams 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.
2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron’s based on the time period from Jan. 2022 – Dec. 2022 (Source: Barrons.com).
The Barron’s Top 100 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.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (WFAFN), 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 is right for clients.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.
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