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Wealth Management AdvisorSenior Vice President - Wealth ManagementTHE MERIDIA BUILDING45 E WASHINGTON ST
Suite 200CHAGRIN FALLS,
Brian has more than 24 years of experience providing financial and wealth management advice and services. Brian is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded to him in 1999 by the Certified Financial Planner Board of Standards. A graduate of Tufts University and Cleveland Marshall College of Law, Brian joined Merrill Lynch in 1991. He focuses on the wealth management process and strategies, estate planning issues and professional money management, with an emphasis on working with families, small business owners and professionals. In addition, Brian provides services to business owners and professionals in areas relating to business retirement plans and succession planning. "Utilizing a in-depth goals based wealth management strategy, each client receives personal attention enabling me to address and discuss each clients' respective needs and objectives." Brian lives in Solon, is married to Diane and they have two adult children.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Brian Young is registered to do business in : AZ, CA, CO, DE, FL, GA, IL, IN, MA, MD, MO, NC, NJ, NY, OH, OR, SC, TN, TX, WA
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