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 12/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/7/24.
Award issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23.
Award issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/21/22 through 10/18/22.
Award issued on 12/1/21 by Five Star Professional (FSP) for the time period 4/12/21 through 10/15/21.
Award issued on 12/1/20 by Five Star Professional (FSP) for the time period 3/30/20 through 10/23/20.
Award issued on 11/1/16 by Five Star Professional (FSP) for the time period 2/25/16 through 10/7/16.
Award issued on 12/1/14 by Five Star Professional (FSP) for the time period 4/15/14 through 10/16/14.
Award issued on 12/1/13 by Five Star Professional (FSP) for the time period 4/15/13 through 10/16/13.
Award issued on 12/1/12 by Five Star Professional (FSP) for the time period 4/15/12 through 10/16/12.
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 considerations may have included best practices and team structure.