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Wealth Management AdvisorSenior Vice President - Wealth ManagementTHE MERIDIA BUILDING45 E WASHINGTON ST
Suite 200CHAGRIN FALLS,
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Brian E. Young, CFP®Senior Vice President-Wealth Management, Wealth Management AdvisorBrian Young is a co-founder of the Young Dougherty Group. Brian works closely with multi-generational families, business owners, and their professionals to design and implement cohesive wealth strategies that reflect client needs and priorities. Skilled in wealth management planning, pre- and post-retirement income planning, trust and estate planning services, and business succession strategies, Brian helps clients make informed decisions on a range of issues. He enjoys helping clients live their lives by design, not default, incorporating their vision, goals, and passions.Brian joined Merrill Lynch in 1991. Previously, he practiced law with a firm in Cleveland and together with his brothers, ran their family’s real estate and construction business. Brian’s background and experience provide him with in-depth insight into the issues that business owners and multi-generational families encounter in deploying, growing, and stewarding their wealth.Brian earned his B.S. in Civil Engineering from Tufts University and his J.D. from Cleveland-Marshall College of Law.* He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Brian is a past president of his temple and a life member of its board. He is a former board member of the local chapter of Jewish Big Brothers/Big Sisters Association. A Cleveland native, Brian lives in Solon, Ohio, with his wife Diane; they have two grown sons. In his free time, Brian enjoys golfing, traveling, reading, and gardening.*Brian does not provide legal or tax advice in his role at Merrill Lynch.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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