Ted Young

WORK HISTORY

EDUCATION

ABOUT TED YOUNG

Ted Young is a partner at Anasazi Investment group, an Accredited Investment Fiduciary (AIF) and Wealth Manager. He works closely with business owners, executives, and professional athletes to help achieve their financial goals. Ted offers his clients personalized financial planning services, investment management, life, health, and disability insurance, as well as retirement and exit planning.As an established referral-only business, Ted prioritizes the development of strong relationships with his clients, taking the time to understand their unique goals before crafting tailored investment strategies. Ted\'s approach involves active management and consistent communication, ensuring a close alignment between his clients\' portfolios and market dynamics. His expertise can assist clients who are focused on achieving financial freedom and a work option lifestyle.Originally from Baltimore, Ted has called Phoenix home since 2004 after graduating from Arizona State University. Beyond his professional endeavors, Ted is actively involved in charitable initiatives through volunteering his time for a local charity to combat homelessness, Helping the Homeless One Bag at a Time. In addition to his charitable contributions, Ted mentors aspiring entrepreneurs through the ASU Venture Devils program. In his leisure time, he also volunteers for his daughter’s schools through the dad’s club or coaching their teams. He and his wife Chrystal love spending time with their daughters; Sophie, Campbell, Evelyn, and Finley. If he isn’t in his office, he is probably on a field or at a gym watching the girl’s activities. Raymond James is not affiliated with organizations mentioned. Raymond James does not provide tax or legal services.