Senior Wealth Manager
Chief Investment Strategist
Webb founded Youngs Advisory Group in 1996. With a BS (Finance) and MBA from Lehigh University, and a background as an institutional trader on Wall Street, Webb was an early leader in independent, unbiased investment advice and portfolio management. With over 20 years of experience in sourcing world-class investments and techniques, Webb continues to be a pioneer in harnessing high-level investment strategies for the benefit of the firm’s clients. Based in Pennsylvania, Webb works with private wealth clients throughout the country.
Senior Wealth Manager
Chief Compliance Officer
Leading the Orlando, Florida office, John joined the firm in 2001 after first working in Boston for John Hancock, and later as CFO of a successful private firm. A graduate of Cornell University (BS Economics), John serves as Chief Compliance Officer and directs all operational aspects of the firm. In addition to his work as a Senior Wealth Manager, John is the architect of Youngs Advisory Group’s technology and strategic initiatives.
Senior Wealth Manager, AAMS®
Jim joined YoungsAG in early 2007 after an extensive institutional trading and financial planning career working for Bank of New York as an Institutional Portfolio Transitions Manager and as a NYSE Manager for Charles Schwab & Co. Jim holds a BS (Finance) degree from Kutztown University, as well as a Certificate in Personal Financial Planning from Moravian College. Jim holds the Accredited Wealth Management Advisor (AWMA®) and an Accredited Asset Management Specialist (AAMS ®) designations from College for Financial Planning. Based in Pennsylvania, Jim leads the team development for our clients’ Financial Roadmaps in addition to working directly with our clients. regarding implementation and monitoring of their wealth management strategies.
Registered Paraplanner SM
Bernie joined the firm in 2005 and has expertise in multiple areas. She works in conjunction with Jim Beenders to develop and implement our client’s financial Roadmaps. Bernie is also highly trained to work with our clients to ensure that all aspects of our client relationships are properly met. She has earned the Paraplanner designation from the College for Financial Planning. Prior to joining Youngs Advisory Group, she worked in various aspects of corporate finance.
Donna joined the firm in 2009. She manages all client account documents and oversees money transfer and asset transfer responsibilities for our clients while working with our clients on a day-to-day needs basis. Donna is also responsible for coordinating all client and Wealth Manager meetings, as well as maintaining our client data base. She has over 25 years of experience in roles focused on corporate communications.
Linda joined the firm in 2013. Her responsibilities include providing technical support for the Senior Wealth Managers. She also helps to oversee our investment management process, strategic portfolio implementation, and trading functions. Linda received a BS (Accounting) degree from Bloomsburg University. Prior to joining Youngs Advisory Group, she was a Director for Citigroup Asset Management.