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 more than 20 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 or objectives.
Mr. Young serves his clients in the capacity of a Certified Estate Planner (CEP®), Registered Financial Consultant (RFC®), and an Accredited Investment Fiduciary (AIF®). In addition He is a Managing Securities Principal, an Investment Adviser Representative, and a Registered Representative through Commonwealth Financial Network® -- 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, attended 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 serving 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 2008-2009 Mr. Young decided to move his practice away from AIG Financial Advisors.
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 and oldest 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, is a third year at the University of Virginia studying aerospace engineering and their younger son, Harris, is a junior at Kettle Run High School in Fauquier.
As an active member of his community, Mr. Young supports a number of organizations, movements and churches -- challenging them to become more efficient and effective in the areas of stewardship, development, ministry and worship. He currently serves on the advisory board for NOVACO, a regional non-profit helping victims of domestic abuse through community collaboration and on the board of directors for Scripture Union/USA, a national, non-denominational ministry focused on impacting the lives of families and young people throughout our nation. Locally he works 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. In addition Meg is a very active school-based volunteer.
Working both out of our office in Fairfax and in her home office throughout the week, Meg successfully juggles her activities, keeping up with a first year student at the University of Virginia and a teenager in high school.
12500 Fair Lakes Circle, Suite 250 • Fairfax, Virginia 22033 • (703) 631-4800 • Fax (703) 631-4810