David Young
,
Vice President, Wealth Management Advisor
3333 Warrenville Road
Lisle, IL 60532
630.505.3429
Learn more about an advisor's background on
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

David is a Wealth Management Advisor and Portfolio Manager with over 25 years of experience at Merrill. His first priority is to meet with clients to listen and understand their unique preferences and goals. Then he develops customized financial strategies to help clients pursue their short and long term goals. The purpose of his strategies is to simplify and connect all the complexities of clients’ financial lives. All strategies are thoroughly discussed with clients prior to implementation.

David’s advice includes helping clients:

  • Plan for important life transitions such as funding retirement, entering retirement, starting a second career and educating children.
  • Review progress and update their financial goals at least annually - and recommend investment adjustments for any changing goals.
  • Update strategies for changing market conditions. 
  • Utilize tax minimization strategies and explore estate planning services.
  • Manage and preserve wealth for current and future generations.

David has earned the Certified Investment Management Analyst® (CIMA®) designation, completing coursework provided through The University of Chicago Booth School of Business.

He also holds the Chartered Retirement Planning CounselorTM designation. David possesses the acumen to assist clients with their pre-and post-retirement needs, asset management, estate planning needs and the entire retirement planning process.

David is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. 

Licenses: Series 7, 63, 66. FINRA registrations, Life & Health Insurance.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.  
Meet Our Professional Staff
Mallory Price
Wealth Management Client Associate
630.505.3435
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Lyn Shepard
Wealth Management Banking Specialist
Merrill
Nicholas A. Beilfuss
Wealth Strategies Advisor
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
David Young is registered to do business in AZ, CA, CO, FL, GA, IL, IN, MI, MO, NC, NJ, NV, NY, OH, PA, TX, UT, WI, WY.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.