BETHESDA, Md.–(BUSINESS WIRE)–#bethesda–Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington, DC metropolitan area, announced today that James N. Washington II, has joined the team as Senior Financial Advisor.
James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley. Prior to Morgan Stanley, James was an analyst in the Private Bank of J.P. Morgan Chase in New York City where he worked on a team that managed over $50 billion in client assets on behalf of Wall Street executives, high net worth families, foundations and endowments.
His goal is to help clients realize the lifestyle and retirement they desire by managing their most essential resources. He takes the time to understand his clients’ needs and their unique situation before customizing an investment plan tailored to their financial goals.
According to Thomas Fautrel, Co-Founder and Partner of Seventy2 Capital, “We are elated that James has joined our growing team of talented advisors from across the Washington, DC region. He is a natural fit given his intelligence and motivation – and, more importantly, our shared values for putting clients first and simplifying their financial lives to allow them to focus on what’s most important to them.”
James is a native of Washington, DC and graduated from the prestigious DeMatha Catholic High School. He holds Bachelor and Master degrees in Business Administration from Florida Agricultural and Mechanical University. He is also an Eagle Scout, the highest rank of the Boy Scouts of America and volunteers with a local Boy Scout troop.
About Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management is an independent, private client practice headquartered in Bethesda, MD. With nearly 130 years of combined experience at some of Wall Street’s largest firms, their advisors specialize in addressing the unique needs of Fortune 500 executives, successful individuals and 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®, CAIA®, CRPC® and CRPS® and national industry awards. The firm has also been recognized as one of the 2019 Best Places to Work in the Greater Washington Area by the Washington Business Journal. To learn more, visit Seventy2 Capital.
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
Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network, LLC.
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Brandy Corcoran Carlson