Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three people sitting in office

Joshua M. Young, CFP, CEPA

Senior Vice President–Wealth Management

Joshua began his financial planning career in 1996. He received his Degree in Finance from The Ohio State University. He is a Certified Financial Planner (CFP®) and an honored member of the UBS Portfolio Management Program as a Senior Portfolio Manager. Josh specializes in holistic financial planning. His in-depth knowledge of all aspects of the financial world gives him a creative edge in solving even the most complex financial situations. Josh's passion for financial planning shines through as he creates a unique and personalized plan for each of his clients. When Josh is not helping clients with financial planning, he is planning his next road trip across the country and training for IRONMAN's. He lives in Gahanna and has two children, Dylan and Kaya.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Education

  • Bachelor of Science - Major Finance, The Ohio State University - Max M. Fisher College of Business

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
180 Market Street
Suite 200
New Albany, OH 43054
  • (614) 442-6293

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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