MP
Mark Phillips
Executive Vice President And Financial Advisor at Seventy2 Capital Wealth Management
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Work Experience
Executive Vice President And Financial Advisor
Jun 2024 - Present · 6 months
Managing Director - Investments
Mar 2014 - Jun 2024 · 10 years and 3 months
First Vice President, Financial Advisor
Mar 2007 - Mar 2014 · 7 years
Company Details
Seventy2 Capital Wealth Management is committed to our clients’ most important financial goals. Once we have a deep understanding of our clients’ goals, we then implement strategies to help achieve them. Through this process, clients can BUILD and PRESERVE their wealth, leaving them more time to be INSPIRED. Seventy2 Capital provides a turn-key platform for client-centered financial advisors. Seventy2 Capital is an independent private client practice where wealth managers have earned some of the most advanced designations in the industry including the CFA®, CIMA®, CFP®, CRPC® and CAIA®. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. This relationship allows us to offer financial advisors and clients huge capabilities yet retain the flexibility of determining our own culture. Seventy2 Capital Wealth Management LLC is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of (AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, USVI, PR). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Tom Fautrel: CA Insurance License # 0M61208. Resident State MD. Troy Elser: CA Insurance License # 0F85793. Resident State MD. Scott Gibson: CA License # 0684538. Resident State: VA. Craig Gayhardt: CA Insurance License # 0L83108. Resident State MD. Ryan Gutowski: CA Insurance License # 4068827. Resident State MD. info@seventy2capital.com
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
7200 Wisconsin Ave Bethesda, MD 20814, US
Keywords
wealth management and investments
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