All of the staff and partners who work at Clarion Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Mr. Young has worked in the financial services industry for nearly 25 years, serving clients as they have made the transition into full retirement—achieving financial independence. His relationship with each client is unique and personal—holistic in nature and comprehensive, encompassing a complete understanding of core values and financial goals and objectives.
Mr. Young serves his clients in the capacity of a Certified Estate Planner (CEP®), Registered Financial Consultant (RFC®), and Accredited Investment Fiduciary (AIF®). In addition, he is an Investment Adviser Representative and a Registered Representative through Commonwealth Financial Network®; he is fully securities registered, holding his FINRA Series 7, 24, 63, and 65 registrations. Mr. Young also holds his life/health and variable life/annuity licenses in Virginia, as well as other states and territories in the United States.
Considered a “native” to Virginia, Mr. Young's ancestors settled in the Washington D.C. area in the late 1800s. In 1983, he graduated from Fairfax High School and went on to attend both George Mason University and James Madison University, where he earned Bachelor of Science degree in 1988. Mr. Young is committed to ongoing education and is currently working through the College for Financial Planning for further certification.
At the beginning of his professional career, Mr. Young served as a Christian minister in a number of churches—predominantly Anglican (Episcopal)—throughout the country, first as a pastor to young people and their families and a worship leader and then as a director of program development. Mr. Young has a heart for pastoral ministry and mission work here in the United States, having trained and led teams of young people and adults in missionary work along the DelMarVa peninsula since the early 1980s.
In 1993, Mr. Young began his career in the financial services industry by establishing an advisory practice with IDS/American Express (currently Ameriprise) where he excelled and became a nationally recognized top advisor, mentor, and trainer of other advisors. After successfully building a practice in the Phoenix Metropolitan area, he transferred to Savannah/Hilton Head to lead a group of offices as a district manager. In 2000, Mr. Young returned to Northern Virginia and continued to build his practice. In 2004, he established his office in Fair Lakes and, in partnership with Householder Group/AIG Financial Advisors (currently SagePoint), he served as regional vice president, managing principal and a national trainer for new advisors. During the financial crises of 2008 and 2009, Mr. Young decided to move his practice to Clarion/Commonwealth.
Clarion Wealth Management Partners was formed and founded by Mr. Young in 2009 and established an affiliation with Commonwealth Financial Network, one of the nation’s largest independent broker-dealers. Within the firm, Mr. Young is both the president and wealth advisor for his clients, leading the Clarion organization in a way that incorporates his personal gifts, knowledge, and expertise in the areas of estate planning, retirement income distribution, wealth management, and protection planning.
Mr. Young and his wife, Meg, live in Warrenton, Virginia. Their older son, Peyton, a graduate of the University of Virginia, is an aerospace engineer with the Department of Defense, and their younger son, Harris, is a sophomore at Christopher Newport University studying neuroscience.
As an active member of his community, Mr. Young supports a number of organizations, movements, and churches—challenging them to become more effective in the areas of stewardship, development, ministry, and worship. He has served on the advisory board for NOVACO, a regional nonprofit helping victims of domestic abuse through community collaboration. Mr. Young has also served on the board of directors and as chairman of Scripture Union/USA, a national, nondenominational ministry focused on impacting the lives of families and young people throughout our nation. Locally, he has worked with young people through his church coaching and helping to raise up the next generation of leaders.
David W. Young III is proud to have been recognized as a Chairman’s Level advisor—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network during 2014.
Meg has worked in the financial services industry for nearly 8 years —in partnership with David for most of that time. She specializes in all aspects of our public and private marketing, client appreciation, and educational events—and she takes care of all of our public relations and our internal business matters at Clarion.
Originally from Oklahoma and Texas, Meg has an extensive background in customer service serving in many different capacities and working in companies such as Phillips Petroleum (presently ConocoPhillips) and American Express (corporate card services). She attended and graduated from Texas A&M and holds a Bachelor of Business Administration degree.
Meg serves in the community as a small group leader with Bible Study Fellowship, a national ministry dedicated to in-depth Bible study.
Working both out of our office in Fairfax and in her home office throughout the week, Meg successfully juggles all her activities, including furthering her own education and supporting both her son who has recently left the nest and her youngest, who is a sophomore in college.
John has been with Clarion since the Summer of 2016 and he serves as our Client Services Assistant focus on working behind the scenes to ensure that all clients receive an outstanding client service experience, whether they meet personally with their advisor in our office or on the phone. He also is responsible for administrating 529 plans and works to maintain vendor relationships for the firm.
Before joining Clarion John worked for two years in the recruiting industry, with a focus on staffing technology resources on Federal projects throughout the country. John has obtained his S7 and S66 securities’ licenses and is working toward obtaining his Virginia Life / Health license as well.
Originally from New Jersey, John moved to the Northern Virginia area after graduating with a Bachelor of Arts in English from Virginia Tech in January of 2014 and is involved with a local Rugby Union. He currently lives in Rosslyn, Virginia.
Nicole joined Clarion is 2015 and serves as our Receptionist/Administrative Assistant. In this role, Nicole provides a pleasant and memorable first and last impression for all clients and visitors. In addition, Nicole is responsible for overseeing the office operations, maintaining the calendar and ensuring that each client has access to and utilizes Investor 360.
Before joining Clarion, Nicole was a preschool teacher for over 5 years. After getting married in 2015, Nicole decided to make a career change. In 2016 she received her Bachelors in Psychology from Regent University and relocated to West Virginia. In her spare time she enjoys reading and knitting.
Kelly joined Clarion in the Spring of 2015 and serves as our Assistant for Financial Planning Services. In this role, she is typically the first point of contact for new clients and ensures they enjoy a smooth and seamless transition to our firm through our onboarding process. In addition, Kelly coordinates applications and service-related issues for all life and long-term care insurance policies and provides administrative support to our clients and their families when it comes time to settle estates following the passing of a loved one.
Kelly attended and received her Bachelor of Art degree in Art History from James Madison University in 2013. She holds her Virginia life/health insurance license in April 2016 and is currently pursuing the Series 7 and 66 security licenses.
Born into a military family going back several generations, she spent her childhood living throughout the southern and southwestern United States. She settled into the Northern Virginia region in 2000 and has been a Virginian ever since. In her spare time, she enjoys reading, spending time outside with her two dogs Marley and Jazz, and following her favorite sports teams—particularly the Washington Capitals and San Antonio Spurs.
12500 Fair Lakes Circle, Suite 250 • Fairfax, Virginia 22033 • (703) 631-4800 • Fax (703) 631-4810