Jackson Guy
Wealth Planning Associate @Seventy2 Capital Wealth Management
Washington, DC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2025 — Present
Wealth Planning Associate @Seventy2 Capital Wealth Management
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Hunt Valley, MD, US
Provide paraplanning support to advisors in creating tailored financial strategies, providing efficient solutions to service models- Utilize eMoney platform to build comprehensive investment plans.
EDUCATION
N/A
Alma Mater Studiorum – Università di Bologna
Business Administration and Management, General
N/A
Dickinson College
Bachelor of Arts - BA, International Business
ABOUT JACKSON GUY
Investment products and services are offered through Wells Fargo…
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