Al D. Raia
Senior Registered Client Service Associate
As a Senior Registered Client Service Associate at Seventy2 Capital, Al’s primary role is supporting Brent McTaggart, Executive Director & Financial Advisor, and their clients. His responsibilities include handling day-to-day operations and administrative tasks. Their proactive approach to planning, education, and transparent communication is paramount to building lasting relationships built on trust, integrity, and a shared commitment to their financial success.
Al joined Seventy2 Capital in 2024 with twenty years of experience in the wealth management industry. He 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. To better serve his clients, he received his FINRA Series 7, 63, and 65 registrations along with life and health insurance licenses.
A graduate of the University of Hartford, CT, Al earned a bachelor’s degree in psychology. He is a proud father to his son. His wife is a proud mother to her daughter. They enjoy spending time with friends and family. Additionally, Al keeps an active lifestyle.