Jody Young
Partner at TRG Wealth Management
- Role
- Partner at Trg Wealth Management
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jody Young
I am a founding principal partner of Atlanta Capital Group, one of the fastest growing RIAs in the country according to Forbes magazine. We have grown to $1.7 billion in assets under management with offices in New York, Boston, Houston, Research Triangle and St. Simons in addition to Atlanta. As the head of the firm’s Medical Wealth Group, I focus on successful doctor’s groups, which require a highly specialized and service-oriented wealth management solution. Jody has been quoted in the Wall Street Journal, SmartMoney and the Atlanta Business Chronicle among others for articles on investing and wealth management. I was humbled to be named a 40 Under 40 by the University of Georgia this last year. I serve on the Corporate Leadership Committee for Fernbank Museum of Natural History; the Board of Directors for the not-for-profit Concorde Fire Soccer Club and am a member of the Board of Directors of the Capital City Club.
Experience
Partner
Jan 2025 — Present · Atlanta, GA, US
Skills
- Wealth Management
- Estate Planning
- Asset Management
- Investments
- Retirement
- Retirement Planning
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