Randall Young
Lexington,KY
Summary
Successful Financial Planner with over 25 years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Successfully ran, own and tripled the size of J. R. Young Co., a financial planning and investment firm in Lexington KY. Have been successful in helping a multitude of small business owners and individuals realize their retirement goals and dreams. Have worked with multiple generations of some clients families for many years. Helped to create and build a firm built on a referral only basis. This came from building and cultivating trust relationships with many clients.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Certified Financial Planner
J. R. Young Co. Inc.
10.1998 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Manage approximately $250M of client assets.
- Manage approximately 25 retirement plans for clients.
- Work with multiple generations of families on estate planning.
- Coached and advised clients in business plans and processes to achieve profit objectives.
Education
CFP - CFP
Certified Financial Planner Board
Washington DC05.2006
Bachelor of Science - Agriculture And Business
Western Kentucky University
Bowling Green, KY06.1988
Skills
- Retirement Planning
- Client Relationship Development
- Referral Management
- Investment Advising
- Investment Consulting and Planning
- Certified Financial Planner
- Analytical Thinking
- Investment Analysis
Certification
CFP
Series 6, 65, 7, 23
Spending time with family and working on family farm
Randall values his family and family time. In his time away from the office he spends time with his daughter and son and their families. He owns and maintains a family farm that has been in the family since 1932. He takes great pride in his family and their farm.
Timeline
Certified Financial Planner
J. R. Young Co. Inc.
10.1998 - Current
CFP - CFP
Certified Financial Planner Board
Bachelor of Science - Agriculture And Business
Western Kentucky University
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