Nick Young has been in the financial services industry since 2006, first joined Merrill Lynch Wealth Management in 2011 and, after leaving in 2014, re-joined Merrill in 2018. Nick is a CFA® charterholder, holds an MBA from Georgetown University, and graduated from Connecticut College with a bachelor’s degree in Economics. He and his wife, Tracy, live in Darien, CT with two children and are active in the community. Nick served on the board of the Rowayton Parents Exchange 2018-2021 and has served on the board of the Darien Nature Center since 2020.
Nick’s goal is to help you pursue your personal goals, such as planning for and funding your children’s educations, helping to ensure that your money lasts in retirement, planning for your potential health care costs and managing the transfer of wealth to the younger generation. He frequently consults with a vast network of Merrill Lynch Wealth Management and Bank of America, N.A. specialists to prepare various client-specific recommendations including investments, credit and lending, insurance and retirement planning services.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Rosenburg, Young, and Associates team
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
