Partners for life

Our goal with each client is to deliver comprehensive wealth management through a combination of earned trust, proper planning and individual strategies for what we call “the business of life.”

Chip Young
Chip Young, CFP®, ChFC®
Founder
Frank Young
Frank Young, AIF®, CPFA®
Financial Advisor
Kit Cannon
Kit Cannon, CRPS®, CPFA®
Financial Advisor Managing Partner
Sharron Cline
Sharon Cline
Registered Representative, RJFS Director of Client Services
Carolyn OBoyle
Carolyn OBoyle
Office Manager
Jonda Hill
Client Services Associate
Lindsay Hardaway
Lindsay Hardaway
Client Services Manager

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a superior standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

The art is not in making money, but in keeping it.
Proverb

Are you ready? Let’s uncover the possibility of working together.

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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