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Kevin Young

Senior Vice President–Investments

Kevin is a Senior Vice President and joined UBS in 2009 after spending 7 years with Merrill Lynch Global Wealth Management. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery for the firm’s premier client relationships. Kevin has over 20 years of experience in financial planning strategies and the retirement plan industry. He has consulted with individuals and Fortune 500 companies on all forms of pension and deferred compensation strategies including plan design, provider selection, concentrated stock positions equity based compensation, plan management, administration, and investments. Kevin has his Bachelor of Arts degree in Mathematics from Whitman College.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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 Arts - Mathematics, Whitman College
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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