George H. Hocker, CFP® joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor
BETHESDA, MARYLAND, UNITED STATES, May 10, 2024 /EINPresswire.com/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that George Hocker will be joining their Hunt Valley office as a Vice President and Financial Advisor.
Troy Elser, Seventy2 Capital’s Senior Managing Director, Hunt Valley, stated “We’re honored to welcome George into our office and look forward to working with him! His experience in the industry and client-focused mindset make him a strong addition to the team.”
George creates a foundation of investment planning for each of his clients and then manages their assets on a risk-adjusted basis to help achieve their financial goals. Prior to joining Seventy2 Capital, George gained over two decades of experience in the industry. He began his career as a Wealth Management Specialist at Legg Mason, where he worked for eight years, then spent fifteen years as a Vice President and Senior Portfolio Manager at Morgan Stanley. Local to the Baltimore, MD region, George attended St. Paul’s School before earning a degree in Economics and Communications from Denison University.
When asked about his new role, George stated “I am excited to join a dynamically growing practice and collaborate with like-minded advisors. Making the move to an independent practice is an exciting step in my career, and I fully believe that this transition will be beneficial to my clients.”
About Seventy2 Capital
Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our client’s goals and values and then develop and implement customized strategies that fit those objectives. We have been recognized as one of the 2022 Forbes Top Wealth Management Teams – High Net Worth in the United States and 2023 Barron’s Top 100 Private Wealth Management Teams. Visit Seventy2Capital.com.
2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron’s based on the time period from Jan. 2022 – Dec. 2022 (Source: Barrons.com).
The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (WFAFN), 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 is right for clients.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
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. Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.
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Katy Jones-Powe
Seventy2 Capital Wealth Management
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