Mark R. Phillips
Executive Vice President & Financial Advisor
As an Executive Vice President and Financial Advisor at Seventy2 Capital, Mark takes an all-encompassing approach to wealth management. He is experienced in everything from helping retirees with income solutions, setting up 529 savings plans for young families, and growth investing using separately managed accounts, mutual funds, and individual stocks and bonds.
Mark joined Seventy2 Capital in 2024 with 27 years of experience as a financial advisor. He previously served at Smith Barney, Morgan Stanley, and Wells Fargo Advisors. He earned a bachelor’s degree in history from the University of Delaware. Outside the office, you may find him gardening or cheering on the Knicks, Rangers, and Yankees. Mark also prides himself on being the “world’s okayest golfer.”
Location: Westport
Insurance products are offered through our affiliated nonbank insurance agencies.