Scott A. Stephen, CRC®
Executive Director & Financial Advisor
As an Executive Director and Financial Advisor at Seventy2 Capital, Scott strives to make clients’ lives easier through planning for retirement, educational expenses, charitable giving, insurance, and estate protection. In his role, he takes the time to get to know his clients and their financial goals, and then creates a roadmap to help achieve them. Scott offers a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing. Based on clients’ specific needs, he can help them build and maintain the wealth and financial freedom they desire. Scott can deliver a full range of investment planning strategies tailored to the client’s unique needs. Whether they are investing for retirement, education expenses or some other goal, Scott will help the clients make informed decisions about their investment strategy. Scott has received multiple awards in recognition of his excellent work as a Financial Advisor. He was recognized as a Wells Fargo Advisors Platinum Council member from 2011-16 and from 2018-2025 as well as being recognized as a Five Star Financial Advisor 2013-2015, 2017, and 2021-2025.
As a former Senior Financial Advisor and Managing Director with Wells Fargo Advisors, Scott brings over 24 years of experience with Wells Fargo and roughly 30 years of experience in financial services to his role at Seventy2 Capital. At Seventy2 Capital Scott supports clients in both our new Metropark office and our Mountainside office.
Outside of work, Scott likes to spend quality time with his wife and kids, fishing, live sporting events, and live music venues. Scott graduated from PACE University.
Locations: Metropark & Mountainside
The Five Star Wealth Manager award was issued on 12/01/2024 by Five Star Professional (FSP) for the time period 03/13/2024 through 10/07/2024. 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 or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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. 7425 New Jersey-area wealth managers were considered for the award; 431 (6 % of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award was issued on 12/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/7/24. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/21/22 through 10/18/22. 6380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12/1/21 by Five Star Professional (FSP) for the time period 4/12/21 through 10/15/21. 6123 New Jersey-area wealth managers were considered for the award; 459 (7% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 11/1/16 by Five Star Professional (FSP) for the time period 2/25/16 through 10/7/16. 3868 New Jersey-area wealth managers were considered for the award; 664 (17% of candidates) were named 2017 Five Star Wealth Managers.
Award issued on 12/1/14 by Five Star Professional (FSP) for the time period 4/15/14 through 10/16/14. 5063 New Jersey-area wealth managers were considered for the award; 672 (13% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 12/1/13 by Five Star Professional (FSP) for the time period 4/15/13 through 10/16/13. 3315 New Jersey-area wealth managers were considered for the award; 646 (19% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 12/1/12 by Five Star Professional (FSP) for the time period 4/15/12 through 10/16/12. 4049 New Jersey-area wealth managers were considered for the award; 733 (18% of candidates) were named 2013 Five Star Wealth Managers.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.