Chris Donnelly, CRC®
Senior Vice President & Financial Advisor
As a Senior Vice President at Seventy2 Capital, Chris’s passion is to help clients build, manage, preserve, and transition their wealth. He utilizes a collaborative, planning-based approach to work with clients to define clear goals. Chris then strives to achieve these goals by using elite-level, professionally managed wealth planning strategies, with a focus on accomplishing maximum tax efficiency.
Before joining Seventy2 Capital, Chris worked in the financial services industry for over 32 years, mostly with Wells Fargo Advisors and its predecessor. Outside of work, Chris enjoys spending time with his family, celebrating and cooking food, and staying active and physically fit through exercise and playing competitive pickleball.
Location: Red Bank