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Gary J. Parese

Executive Director & Financial Advisor

Gary is an Executive Director & Financial Advisor at Seventy2 Capital, bringing over 40 years of expertise in wealth management. Throughout his distinguished career, he has held senior leadership roles at top financial institutions, including Merrill Lynch, Smith Barney, and Morgan Stanley, Wells Fargo Advisors, where he served as Managing Director. Gary has earned numerous accolades such as the Premier Advisors President's Council, Chairman's Council, and the highly coveted Premier Advisor Emerald Platinum Council honor.

 

With a portfolio of $600 million in client assets under management as of September 1, 2024, Gary is committed to helping clients achieve financial freedom by deeply understanding their goals, needs, and aspirations. His approach goes beyond traditional advising—he takes pride in fostering long-lasting, personal relationships with each client, often serving as both a trusted financial advisor and confidant.

 

Gary employs a comprehensive, hands-on strategy for asset management, utilizing a wide range of investment options tailored to individual objectives. His expertise spans individual equities, preferred equities, mutual funds, unit trusts, managed accounts, taxable bonds, and municipal bonds. By leveraging every tool available, Gary ensures that each client receives a highly personalized plan designed to meet their unique financial goals.

 

Location: Westport

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

 

Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.