Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Suzanne M. Young has been in the financial services industry since 1987 and joined Merrill Lynch in April 2000. Prior to joining the firm, she was a Vice President at Bank of America as a dual employee of both the Investment and Retail Division of the Bank. She has extensive experience working with financial services, investments and commercial/residential lending. She was in charge of the management of 15 employees and led her offices to become one of the top performing locations for the Bank in the State of Maryland. Today, Suzanne utilizes her professional knowledge and background to benefit her high net worth clients and families in their efforts to achieve financial independence. She assists clients in determining their long-term financial goals and assists in the implementation of those strategies. Her focus is primarily in devloping retirement investment strategies and managing Qualified Retirement plans.
Suzanne offers a wide range of services to her clients including portfolio development, retirement plans, liability management, education planning and maximizing income strategies during retirement.
She holds the Series 7 and 66 FINRA registrations as well as the CRPC® Designation (Chartered Retirement Planning Counselor℠) and is a Wealth Management Advisor. |Suzanne has had memberships in the Howard County Business Women's Network and the Baltimore Chamber of Commerce. She has also given workshops for women at conferences sponsored by the Maryland Commission for Women.
On the personal side, Suzanne has 4 children and lives in the Clarksville area. She graduated Summa Cum Laude from Shepherd University in West Virginia and enjoys Tennis, Skiing, Portrait drawing and Charitable service. She donates time and money to the Habitat for Humanity, St. Jude's Children's Hospital, Moveable Feast, SARC, Race for the Cure, and the Avon Breast Cancer Foundation. She also donates time at the MD Food Bank during the holidays.
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Vice President, Retirement Plan Specialist
Director, Retirement Plan Manager
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.