Steve Barto

Partner

As a Senior Vice President and Financial Advisor at Seventy2 Capital, Steve is dedicated to helping clients develop and implement strategies to help realize their financial goals through a long-term investment approach. After nearly three decades of experience as an advisor, his mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for his clients.

Prior to joining Seventy2 Capital, Steve served for fifteen years as a Financial Advisor and First Vice President – Investments for Wells Fargo Advisors. His previous positions include Vice President of Investments at UBS Financial Services and Financial Consultant at Merrill Lynch. Steve is experienced at serving high net worth individuals, trusts, small businesses, and not-for-profit organizations. His practice focuses on clients' four cornerstones of wealth management including investments, liabilities, risk management, and estate planning strategies.

Steve received his Master of Business Administration from the University of Virginia – Darden Graduate School of Business Administration and his Bachelor of Arts degree in Accounting from Michigan State University. Additionally, he served as a Navy Intelligence Officer for seven years on active duty and nineteen years in the reserves. Outside of work, Steve is a golf enthusiast. He is a former member of the Board of Directors for the Arlington Chamber of Commerce and Clarendon Alliance. He has also served as Commissioner of Arlington's Fiscal Affairs Advisory Commission, is a former member of the Leadership Arlington Board of Regents, and is President of his homeowners’ association in Fairfax County.