Joy Lomibao is a Vice President at Seventy2 Capital Wealth Management. She is responsible for the practice’s Client Service model and is responsible for the team of client associates who work closely with advisors and clients to provide top quality service and complete, consistent administration of client financial accounts.
Joy joined the team in 2013 while serving as a Wealth Advisor Associate at Morgan Stanley after spending over 18 years in various operational and client service roles in the financial services industry.
She has a strong passion for giving back and currently volunteers for the Smithsonian and participates in various other volunteer initiatives. She currently sits on the board of the NAAP. In her spare time, Joy enjoys gardening and playing golf.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.