As seen in The Washington Post Magazine, Five Star Professional has named four advisors from Seventy2 Capital Wealth Management as recipients of the 2019 Five Star Wealth Manager Award. Paul Carlson, CIMA® CRPC®, Michael Levitsky CAIA®, Sean Kirby-Smith CRPS®, and John Pagano were selected for their commitment to excellence from among thousands of wealth managers and investment professionals who were nominated. This is the fifth consecutive year Carlson has received this award; the second for Pagano and the first for Levitsky and Kirby-Smith.
"We are thrilled to have some of the younger members of our team selected for this award," Carlson, Co-founder and Partner of Seventy2 Capital, says. "In an aging industry, we believe there is an opportunity to better serve our clients with a growing team of professionals who have both navigated market cycles and experienced similar stages of life as our clients - whether it be the birth of a child or caring for aging parents. We have an exemplary team who thinks creatively and uses innovative investment strategies to help each client build a financial legacy."
Winners are selected each year based on specific criteria and cannot pay a fee to be included in the research or the final list of award recipients. The Seventy2 Capital advisors who received the 2019 Five Star Wealth Manager Award were among the 6% of the 1,256 wealth managers considered in the Washington, DC metro area.
About Seventy2 Capital
Seventy2 Capital Wealth Management is an independent private client team that specializes in serving Fortune 500 executives, affluent families and successful individuals, business owners and retirement plan sponsors. The principals draw on over 130 years of combined experience at some of Wall Street's largest firms to help ensure client success. 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 in the industry including the CIMA®, CFP®, CRPC® and CRPS®. Seventy2 Capital helps clients define their most important financial goals, design a plan to achieve them and consistently execute to make clients' aspirations a reality. www.seventy2capital.com
About Wells Fargo Advisors Financial Network
For 18 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 January 1, 2019, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,293 owners and advisors in 615 practices administering over $97.0 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. wfafinet.com
