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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Barbara Young

Vice President–Wealth Management

Barbara Young has been with the firm for 35 years and is currently is a Vice President - Wealth Management. With over 40 years of experience in the financial services industry, she offers clients her extensive knowledge and experience. She has worked for companies such as Kidder, Peabody and UBS' predecessor firm, Paine Webber.

A graduate of the University of Toronto, Ontario, with a B.S. in Architecture, Barbara also earned a B.S. in Business from the University of Santa Clara. She holds Series 7, 31 and 66 licenses, as well as insurance.

Barbara has served on several boards in Santa Clara County. In her spare time, she enjoys hiking, golf and travel. She also enjoys spending time with her family.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • KY
  • MA
  • MD
  • MI
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WV

Education

  • B.S. in Architecture, University of Toronto, Ontario
  • B.S. in Business, University of Santa Clara
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8439

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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