Richard Younts, Financial Advisor with Raymond James Financial Services

Richard Younts, Financial Advisor with Raymond James Financial Services Personalized planning for your financial goals. Rick is committed to providing honest and compassionate financial guidance for his clients.

He offers assistance in comprehensive financial planning services, specializing in insurance and retirement planning. He strives to help clients maintain financial confidence, and has expertise in managing financial risk and developing customized strategies to navigate life’s unexpected challenges. Before joining Raymond James, Rick is an owner and financial advisor at Lake Norman Financial for ov

er a decade. He earned a bachelor’s degree in marketing and finance from Western Carolina University. Rick is active in his community as a member of the North Mecklenburg Rotary Club and Lake Norman Baptist Church. Originally from Advance, North Carolina, he lives in Cornelius, and has two children, Bailey and Dillon.

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(704) 655-0179

Website

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