Partner And Financial Advisor
Troy Elser leads the Seventy2 Capital office in Hunt Valley as a Partner and Financial Advisor. Troy has over 20 years of experience as an advisor. He strives to build long-term relationships with clients by delivering a superior experience and helping them embrace their financial future with confidence. He ardently believes that by having a plan, staying the course and surrounding oneself with genuine, trustworthy professionals, you will exceed your life goals.
Troy has built an extensive knowledge in portfolio management, financial advisory and investment and estate planning throughout his career serving high net worth individuals. Prior to Seventy2 Capital, Troy spent 11 years at UBS financial services where he built the Elser Wealth Management team. His previous experience includes 10 years at Morgan Stanley in Baltimore as a Senior Vice President and Branch Manager and one year at Legg Mason as Client Service Associate in their Mutual Funds group.
Troy was named a Five Star Wealth Manager in 2021*. He graduated with a BS in Business Management and Marketing from Lebanon Valley College where he played Division III basketball and was a member of the NCAA Division III National Championship team. Troy is active in his hometown of Parkton, MD where resides in Parkton, MD with his wife and three kids.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process¹); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance.
¹To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.