This Information is intended for use only by residents of CA, DC, DE, FL, GA, HI, MD, MI, NC, NV, NY, OH, PA, TN, TX, VA, WA, and WV.CA Insurance Producer License Number 0D81914. Resident state VA./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Seventy2 Capital
-
Financial AdvisorSeventy2 Capital Aug 2022 - PresentMclean, VaI help clients build, manage, preserve and transition wealth including investments but also including liabilities and risk strategies. I help clients select individual investments, consider financing tools, and work with clients' tax and legal advisors to develop a retirement plan and/or an estate plan. With access to our broad array of resources - as well as correspondent research firms' analyses, and economic and market experts - I help clients make informed investment decisions based on their specific needs, goals, and risk profiles. Neither Wells Fargo Advisors Financial Network nor Seventy2 Capital is a tax advisor.
-
First Vice President - InvestmentsWells Fargo Advisors Mar 2018 - Aug 2022Mclean, Va -
Vice President-InvestmentsWells Fargo Advisors Jan 2007 - Mar 2018Mclean, Va
-
Vice President InvestmentsUbs Financial Services 1999 - 2007Vienna, VirginiaWealth management, Investment advisory, financial planning. Branch Training Coordinator, Branch Lending Coordinator. -
Intelligence OfficerNavy Intelligence Jun 1981 - Dec 2006Uss John F. Kennedy (Cv 67) And Nga, Washington, Dc; Dia, Operation Desert StormRetired, Rank of Captain (O-6); Seven years active duty, 19 years reserves, including serving as Executive Officer of a Reserve Intelligence Unit, and Inspector, NAVSEA Inspectors General. -
Financial ConsultantMerrill Lynch 1995 - 1999Investment advisory, financial planning -
Assistant Project ManagerFarragut Development Company 1989 - 1994Commercial real estate development and management
-
Public AccountantAlam, Morris & Company Jun 1980 - Apr 1981Tax and audit
Steve Barto Education Details
-
University Of Virginia - Darden Graduate School Of Business AdministrationMba -
Michigan State UniversityAccounting
Frequently Asked Questions about Steve Barto
What company does Steve Barto work for?
Steve Barto works for Seventy2 Capital
What is Steve Barto's role at the current company?
Steve Barto's current role is Senior Vice President at Seventy2 Capital.
What schools did Steve Barto attend?
Steve Barto attended University Of Virginia - Darden Graduate School Of Business Administration, Michigan State University.
Not the Steve Barto you were looking for?
-
-
Steve Barto
Vienna, Va2ubspainewebber.com, ubs.com -
Steve Barto
Corporate Security / Physical Security Technology Specialist At Firstenergy CorpJohnstown, Pa1firstenergycorp.com -
Steve Barto
Pittsburgh, Pa7gmail.com, itcglobal.com, vocollect.com, bplglobal.net, zoominternet.net, worldnet.att.net, seegrid.com3 +172789XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial