Steve Barto Email & Phone Number

Mclean, Va

I 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.

Mclean, Va

Mclean, Va

Vienna, Virginia

Wealth management, Investment advisory, financial planning. Branch Training Coordinator, Branch Lending Coordinator.

Uss John F. Kennedy (Cv 67) And Nga, Washington, Dc; Dia, Operation Desert Storm

Retired, 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.

Investment advisory, financial planning

Commercial real estate development and management

Tax and audit

Mba

Ba, Accounting