Steve Richardson is a Vice President and Senior Financial Advisor at Seventy2 Capital Wealth Management. His advisory experience spans over 30 years of helping his clients plan for retirement. Steve empowers his clients to become more confident investors by sharing his knowledge of retirement planning, estate investment planning and wealth preservation. His commitment to excellent service has been the foundation for building long-term relationships with his clients.
Steve has been affiliated with Wells Fargo Advisors Financial Network as an independent advisor since 2005. Prior to that he held positions with Legg Mason and EF Hutton. Before venturing into the wealth management industry, Steve was a radio and television broadcast personality.
Steve has a B.A. in Social Science with a focus in Business and Economics from St. Mary's College of Maryland. He has been married to his wife, Janet, for 39 years and is the proud father of one daughter and grandfather of two. In his free time, he likes to read and travel. Steve holds the series 7, 24 and 63 Securities Registrations, acknowledging his qualifications as both a Financial Advisor and a Branch Manager.
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.