All Press Releases for September 12, 2023

Broderick Young Lauded for Excellence in Financial Planning and Wealth Management

Broderick Young channels years of expertise into his work with Reveal Wealth



    COLUMBIA, MD, September 12, 2023 /24-7PressRelease/ -- Broderick Young has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Backed by years of professional experience, Mr. Young presently excels as the principal and financial advisor of Reveal Wealth, a financial planning and wealth solutions firm. Through the firm, he specializes in risk management, tax diversification, retirement, investment, estate planning and business succession. He is also affiliated as a Financial Adviser with Eagle Strategies LLC, through which he offers tailored investment advisory services. Due to his years of experience, Mr. Young is also a well-known and sought out speaker in the industry. During the early stages of his career, he also gained valuable expertise in the field as a product consultant and director of development with the New York Life Insurance Company.

In conjunction with his work, Mr. Young contributes to his community through Celebration Church and several schools in the city he was raised, Miami Dade County Florida. He also aligns himself with several organizations, including Phi Beta Sigma Fraternity, Inc. and NAFA. An expert in his field, he earned a Bachelor of Science in finance and insurance from the University of Florida's Warrington College of Business. Subsequently, Mr. Young became a chartered leadership fellow®, a chartered advisor for senior living®, a chartered life underwriter®, a chartered financial consultant®, and a certified financial planner®.

Professional accomplishments in his financial career include: becoming the first Chairman Council agent of African-American descent at the Greater Washington General Office of New York Life Insurance Company and being recognized by Forbes Magazine as the #5 Financial Security Professional in its best in state list for Maryland. While his career has been filled with highlights, he takes the most pride in retiring his mother and keeping her successfully retired for 20 years. The cornerstone of his success lay in his charitable work. Looking toward the future, Mr. Young seeks to manage $500 million of assets at Reveal Wealth within the next five years and be known as the premier African-American owned estate planning and wealth solutions firm. He resides in Columbia, MD with his wife Nicolette and enjoys traveling with his family, exercising on his Peloton, public speaking, and writing.

Data provided by SHOOK®Research, LLC.Data as of 12/31/22.
Source: Forbes.com (July, 2023).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professionals (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual, and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, and firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

Reveal Wealth is independently owned and operated from Eagle Strategies LLC and its affiliates. Reveal Wealth, its agents and affiliates do not provide tax or legal advice. Council is an annual New York Life Insurance Company recognition program based on agent production from July 1- June 30.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.

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