Brent McTaggart
Executive Director & Financial Advisor
As an Executive Director and Financial Advisor at Seventy2 Capital, Brent is passionate about engaging with clients who have worked hard to create their wealth and helping them preserve it for retirement and future generations. Brent looks to empower his clients with personalized financial strategies and guidance. His mission is to help navigate clients toward their long-term goals, fostering financial security and confidence. His proactive approach to planning, education, and transparent communication is paramount to building lasting relationships based on trust, integrity, and a shared commitment to their financial success.
With 28 years of experience in wealth management, Brent bases his investment planning strategy by first understanding his client’s unique personal situations, balancing their risk tolerance, expectations, and what concerns them the most. He then will help them build a well-balanced and disciplined wealth plan that will help navigate them to and through retirement.
Before joining Seventy2 Capital, Brent was a Senior Financial Advisor and Managing Director-Investments with Wells Fargo Advisors for 19 years. Prior to that, he worked as a Financial Advisor and Vice President with Banc of America Investments and Quick & Reilly Inc.
Outside the office, he enjoys spending time with his wife Michelle and their four children (Amanda, Michael, Gavin & Chase). When he is not coaching baseball, he likes to play golf and travel.