LEESBURG, Va., Aug. 9, 2022 /PRNewswire/ — Seventy2 Capital Wealth Administration is happy to announce that it has joined forces with Eric Bost, Companion, and Jodelle Jones, Senior Wealth Affiliate, of LII Wealth Administration to create LII of Seventy2 Capital Wealth Administration.
Eric Bost has over 30 years of expertise within the monetary business with corporations together with Goldman Sachs, Merrill Lynch, Deutsche Financial institution, and Morgan Stanley. He based LII to focus his consideration on driving the general shopper expertise by contemplating the massive image when creating plans, moderately than simply the underside line. Jodelle Jones additionally brings over 30 years of expertise in shopper service and the identical dedication to personalised expertise and care.
“Coming to Seventy2 Capital was a pure alternative for Jodelle and me,” stated Bost. “Their next-level platform will allow LII to supply the type of modern service and sources our purchasers deserve. Combining their construction with our values is a house run.”
Eric holds an M.B.A. in Finance & Economics from the College of Chicago’s Sales space Faculty of Enterprise in addition to a Chartered SRI Counselor designation. Eric and Jodelle can be positioned within the just lately established Leesburg workplace of Seventy2 Capital.
About Seventy2 Capital
Seventy2 Capital is an impartial, personal shopper apply headquartered in Bethesda, MD. With a long time of mixed expertise at a few of Wall Road’s largest corporations, advisors specialise in addressing the distinctive wants of Fortune 500 executives, profitable people, and households, and small to medium-sized companies. Seventy2 Capital’s dedication to sustaining the very best requirements of care and professionalism has earned its advisors a few of the most superior designations together with the CFA®, CIMA®, CFP®, CAIA®, and nationwide business awards. Go to Seventy2 Capital.
About Wells Fargo Advisors Monetary Community
For 20 years, Wells Fargo Monetary Community, the impartial brokerage arm of Wells Fargo & Firm, has simplified independence by partnering with profitable monetary advisors and fostering a mutual ardour for doing what’s proper for purchasers. Funding services and products are supplied by Wells Fargo Advisors Monetary Community, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Firm. WFAFN makes use of the commerce title Wells Fargo Advisors. Every other referenced entity is a separate entity from WFAFN. www.wfafinet.com
Media Contact:
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SOURCE Seventy2 Capital
