Seventy2 Capital Wealth Management, a client-centered independent wealth management practice based in the Washington DC—Baltimore region, announced that Barbara Paige has joined its practice as a Vice President and Financial Advisor in its Bethesda office.
As a CFP, Barbara asks questions that clients may not have heard before to discover their goals and their current financial circumstances. She then works with clients to create a personalized investment strategy for today and in the future, offering personalized financial advice, investment management, and client service. And Barbara has been working in the financial services industry for 26 years.
Before joining Seventy2 Capital , she served as a financial advisor at Ameriprise, as well as a non-profit executive, a Director at Private Placements, TIAA-CREF, and a Principal for Segora Consulting.
Seventy2 Capital is a full-service independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. The firm is passionate about the work done for clients.
KEY QUOTES:
“We are thrilled to welcome Barbara into our Bethesda office and look forward to working with her! Barbara’s desire to be an ally to all clients and prioritization of their interests makes her a great fit for Seventy2 Capital.”
– Tom Fautrel, Seventy2 Capital’s President and Co-Founder
