David Holdsworth
Executive Vice President & Financial Advisor
In his role as Executive Vice President at Seventy2 Capital, David Holdsworth advises individuals and families on investment strategies and strives to meet their financial needs throughout their careers and into retirement. He draws on his deep experience in the industry to deliver a standard that is personable as it is professional for which he was recognized as a Five Star Wealth Manager in 2024 and 2025.
David joined Seventy2 Capital after spending the majority of his 32-year-career as an advisor at Wells Fargo Advisors. During the 1990s, David was a familiar voice on WTOP where he could be heard giving daily market reports to listeners in the Washington, DC – Baltimore region. He earned his BS in Economics at Villanova University.
He grew up in Potomac and now, he and his wife of 32 years reside in Darnestown with their 4 children (including a set of triplets!) and a chocolate lab. In his free time, David can be found playing golf in the warmer months and serving on the Wisp Resort Ski Patrol during the colder months.
Location: Bethesda
This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2389 Baltimore-area wealth managers were considered for the award; 254 (11 % of candidates) were named 2025 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Award issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23. 2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers.