Broderick L. Young

Board of Trustees

 

Broderick L. Young is a Founding Partner and Financial Advisor at Reveal Wealth, a Maryland‐based wealth management and financial planning firm. He graduated with honors from the University of Florida with a B.S. in Finance and Insurance. He has earned the designations of Certified Financial Planner®, Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Leadership Fellow®, and Chartered Advisor for Senior Living®. He also holds a series 7, 63, 24 and is an Investment Advisor Representative with Eagle Strategies, LLC.

 

Broderick began his financial services career in 2000 with the New York Life Insurance Company as an agent and registered representative. He earned the honor of Leading New Advisor in 2001, and 2002 before transitioning into a leadership role within the organization, one that allowed him to cultivate his passion to coach and develop others.
 

Broderick has spent over 15 years of his career traveling the country as a subject matter expert. Helping advisors and their high net worth clients achieve their financial goals. His areas of expertise include risk management, business succession, tax diversification, retirement, investment, and estate planning.

 

Along with being a top tier professional that is admired by his peers, Broderick is an author who has also quickly become one of the most dynamic and sought‐after speakers in the industry.

CaringMatters

CaringMatters provides social supports and community education so that no one dies or grieves alone.  

Email: caring@caringmatters.org

Phone: 301-869-HOPE (4673)

Registered Charity: 52-1591455

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CaringMatters is a 501(c)(3) non-profi­t organization registered with the State of Maryland, and our EIN is 52-1591455. A copy of our current ­financial statement is available by contacting CaringMatters, Inc. at 518 South Frederick Avenue, Gaithersburg, MD 20877 or at 301-869-4673. Documents and information submitted to the State of Maryland Charitable Solicitations Act are available from the Office of the Secretary.