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. 

Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

•Longevity planning, including retirement income and insurance  planning
•Wealth transfer strategies, including inheritance and business  succession planning
•Life transition planning for marriage, divorce or loss of a loved one

Experience to guide you forward

•UBS Financial Services Inc. Senior Vice President - Investments November  2012 - Present
•Wells Fargo Advisors LLC Vice President - Investments September  2004 - November 2012
•Smith Barney Vice President - Investments  September 2000 - September 2004
•Banc One Securities Vice President - Investments  October 1998 - September 2000

My professional achievements and education

•Series 7, 66, 63 securities licenses
•Life, Health, Property and Casualty Insurance Licensed
•B.S., Finance, The Ohio State University
•Certified Financial Planner CFP®

Outside the office

•I live in Gahanna OH with my two children, Dylan and Kaya.
•I enjoy training for IRONMAN competitions.

 California Insurance License 0E87460

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

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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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