James Brockett
Senior Vice President & Financial Advisor, A Founding Member
As a Senior Vice President with Seventy2 Capital, James Brockett strives to enhance his clients’ financial well-being by advising on the optimal mix of investment. He serves clients in the legal profession but also works with business owners to maximize corporate retirement strategies. James believes that tailored and holistic investment advice is the key to meeting one’s most important financial goals. James also leads Seventy2 Capital’s summer and semester internship program, a unique opportunity for college and graduate students to gain practical experience in wealth management.
In 2023, James was named as one of AdvisorHub’s 2023 50 Next Gen Advisors to Watch. He earned his Bachelor of Science in Finance from the Robert H. Smith School of Business at The University of Maryland, College Park.
James and his wife are long time Maryland locals. On the weekends, you’ll find them enjoying the outdoors, playing golf, and spending time with their families.
Location: Bethesda
The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria from December 31, 2021 to December 31, 2022. Investment performance is not a criterion. A self-completed survey was used for consideration. A2W winners are redefined into subcategories and then ranked with the subcategory based on scale, growth and professionalism. The rating and ranking are not related to the quality of the investment advice and based solely on the disclosed criteria. Being placed on the subcategory does not denote an additional award.