Press Release (ePRNews.com) - BETHESDA, Md. - Dec 20, 2018 - Seventy2 Capital Wealth Management, one of the fastest growing, independent wealth-management practices in the Washington, D.C. metropolitan area, announced today that Steve Richardson has joined the firm as a Vice President and Senior Financial Advisor.
Steve has joined Seventy2 Capital Wealth Management from Wells Fargo Advisors with more than 30 years of industry experience. He is known for helping to make a positive impact on the lives of families and business owners. His commitment to excellent service has been the foundation for building long-term relationships with his clients.
Steve brings a passion for helping to empower his clients to become more confident investors. His extensive knowledge of retirement planning, estate investment planning and wealth preservation have been honed over his extensive career in the wealth management industry. His vast advisory experience helps him to understand the synergy between complex financial products, effectively integrate them into a plan that instills confidence and improves the financial future of others.
I believe Steve’s unwavering dedication to helping others accomplish their financial goals makes him a perfect fit for Seventy2 Capital as we grow and expand our operations.
According to Thomas Fautrel, Co-Founder and Partner of Seventy2 Capital, “Steve brings an abundance of experience and a commitment to do what is best for his clients. I believe his unwavering dedication to helping others accomplish their financial goals makes him a perfect fit for Seventy2 Capital as we grow and expand our operations. We are very excited that Steve has joined our firm.”
On joining Seventy2 Capital, Steve said, “I’m delighted to join Seventy2 Capital in order to better serve the needs of my clients. After spending much of their careers at the top wirehouse firms, Seventy2 Capital’s Co-founders, Thomas Fautrel and Paul Carlson, started the firm with the belief that they could provide a higher level of service to their clients and a better, more integrated focus on investment planning. In simple terms, they wanted to do what was right for their clients – which has always been my goal as well. I feel strongly that joining this team will provide me with additional resources to help my clients reach their investment goals.”
Steve was born and raised in the greater Washington, D.C. area and currently resides in Leonardtown, Maryland with his wife and family. He has been married to his wife, Janet, for 39 years and is the proud father of one daughter and grandfather of two. In his free time, Steve likes to read and travel. Prior to joining Seventy2 Capital, Steve held positions with Wells Fargo Advisors, Legg Mason and EF Hutton. Before venturing into the wealth management industry, Steve had a career as a radio and television broadcast personality. He is a graduate of St. Mary’s College of Maryland.
To learn more about Steve, visit the Seventy2 Capital website.
About Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management is an independent private client practice headquartered in Bethesda, MD. With nearly 125 years of combined experience at some of Wall Street’s largest firms, the principals specialize in addressing the unique needs of Fortune 500 executives, high-net worth individuals, affluent families, and small to medium-sized businesses. Seventy2 Capital’s commitment to maintaining the highest standards of care and professionalism in serving clients has earned its advisors some of the most advanced designations including the CIMA®, CFP®, CRPC® and CRPS® and national industry awards. To learn more, visit Seventy2 Capital.
About Wells Fargo Advisors Financial Network
For 17 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. As of December 31, 2017, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,333 owners and advisors in 633 practices administering over $104.7 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company. To learn more, visit Wells Fargo Advisors Financial Network.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network, LLC.
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Business Info : Seventy2 Capital