A plan for today, tomorrow and generations to come

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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    John W. Young

    Senior Vice President

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NY
    • PA
    • SC
    • TN
    • VA

    For more than 35 years, John Young has offered his clients just two products: advice and experience.  In his high school days, he advised the homeowners of Potomac, MD on how to design and maintain their yards. His experience with his parents’ lawn (and his access to his Dad’s tractor at a very attractive rate) made him quite successful. He walked away at a young age with a clear understanding of the responsibility it takes to run your own business.

    In the years that followed, John honed his professional experience; first by earning a B.S. in economics from the University of Maryland (and the nickname "J.Y." -- Go Terps!) and later as a Financial Advisor at Legg Mason. He witnessed the "internet run up", watching the markets rise effortlessly day after day, and was in the process of obtaining his Certified Financial Planner designation when the bubble burst in 2000. This reaffirmed his belief that the financial planning process is critical to long term financial success of his clients.

    Today, John still offers just two products: advice and experience. Guided by his belief that the future belongs to those who prepare for it, he calls upon his specialty in financial planning to work with successful people on their important goals; educating their children, retiring with a lifestyle that wealth permits, and passing along their estate as tax efficiently as possible.  John always tries to place himself in his client's shoes, and truly believes that he succeeds only when his clients succeed. To this day, John has never lost sight of that maxim.

    John resides in Bethesda, MD, and his oldest daughter works for a software firm in Reston, while his youngest attends Georgetown University.  When not at work or with family, he can be found on the golf course or captaining his platform tennis team at Congressional Country Club.

    • University of Maryland, B.S. in Economics
    • CERTIFIED FINANCIAL PLANNER ™
    • UBS Presidents Council, 2013-2017

      • University of Marylan, Economics
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      7272 Wisconsin Avenue, Floor 23
      Bethesda, MD 20814
    • Elliot Wong UBS

      Elliot Wong

      Wealth Management Associate

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      • MD
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      • MN
      • MO
      • NC
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      • NV
      • NY
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      • SC
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            7272 Wisconsin Avenue
            23rd Floor
            Bethesda, MD 20814

          The Year Ahead - Sustainable Investing

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