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- Trust & Estate Services2
- Education Funding Strategies1
10320 LITTLE PATUXENT PARKWAY
COLUMBIA, MD 21044
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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
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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 you stay on track to achieve what's most important to you.
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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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Drawing from our experience and the best thinking of Merrill, 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.