Steven Bonavita
Executive Vice President & Financial Advisor
As an Executive Vice President at Seventy Capital, Steven takes a holistic approach to financial services. His process starts by gathering information on his client’s needs and goals for their wealth. Steven then helps ensures they understand all options, including wealth planning, estate planning strategies, tax planning, and preparing for retirement, and then creates a personalized plan based on the client’s circumstances. Steven holds high value in creating strong relationships with his clients that are built on transparency and trust.
Prior to joining Seventy2 Capital, Steven worked in the financial services industry for over 25 years, working with practices including Morgan Stanley, Merrill Lynch, PNC Investments, and Wells Fargo Advisors. He studied Politics at the Catholic University of America. Outside of work, Steven enjoys spending time with his family, watching his sons play college sports, and traveling, and he has a passion for music.
*Wells Fargo Advisors Financial Network does not provide legal or tax advice.