Bill Young
Financial Advisor serving individual investors | Focusing on solutions for business owners, executives and retirees
- Role
- Financial Advisor at Edward Jones
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bill Young
As a Financial Advisor with Edward Jones, I serve the needs of individual clients, small…
Experience
Financial Advisor
Jun 2009 — Present · Raleigh, NC, US
Financial Advisor with Edward Jones dedicated to helping my clients with wealth management, protection, and transfer strategies.
Education
College for Financial Planning
CFP
1990 — 1991
Davidson College
BA
1984 — 1988
Duke University - The Fuqua School of Business
MBA
1991 — 1993
Skills
- Marketing
- Product Management
- Business Strategy
- Strategy
- Product Launch
- Financial Analysis
- Strategic Planning
- Business Development
- Portfolio Strategy
- Cross-Functional Team Leadership
- Marketing Strategy
- Competitive Analysis
- Product Marketing
- Portfolio Reviews
- Management
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