BETHESDA, Md., Aug. 2, 2022 /PRNewswire/ -- Seventy2 Capital is excited to announce that Thomas Palazzo has joined as a Financial Advisor. Tom brings over 15 years of experience in traditional and alternative investments, tax mitigation strategies, liability management and protection planning including life and LTC insurance, as well as charitable giving.
"Tom is a strong addition to the team during an exciting period of growth at our firm. His deep reservoir of specialties will enhance our overall offerings, while our independent structure will help him strengthen his already high standard of customer service," said Co-founder, Paul Carlson.
Tom will work with the team at Seventy2 Capital to craft solutions and strategies that align with his clients' objectives, risk tolerance, time horizon, and liquidity needs. Tom takes pride in getting to know his clients on a personal level and believes they deserve exceptional value and attention from their financial advisor.
A native of Long Island, Tom has lived in the Greater Washington area since graduating from Virginia Tech with a B.S. in both Finance and Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation and was awarded the Five Star Wealth Manager* designation in 2019 and 2020.
Outside of work, he enjoys spending time with his three children and his wife, Heather.
Seventy2 Capital is an independent, private client practice headquartered in Bethesda, MD. With decades of combined experience at some of Wall Street's largest firms, advisors specialize in addressing the unique needs of Fortune 500 executives, successful individuals and families, and small to medium-sized businesses. Seventy2 Capital's commitment to maintaining the highest standards of care and professionalism has earned its advisors some of the most advanced designations including the CFA®, CIMA®, CFP®, CAIA®, and national industry awards. visit Seventy2 Capital.
For 20 years, Wells Fargo 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. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network, LLC.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. 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 process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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 placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2020: 2,535 considered, 115 winners; 2019: 1,956 considered, 122 winners. 2019: 1,956 considered, 122 winners. CAR-0722-01363
SOURCE Seventy2 Capital Wealth Management