BETHLEHEM, Pa.--(BUSINESS WIRE)--April 1, 2020--Youngs Advisory Group, an Independent Registered Investment Advisory Firm with locations in Pennsylvania and Florida is pleased to announce the employment of Matthew Short as a Senior Wealth Manager at their Lehigh Valley, PA location as part of their continued expansion serving the high net worth private client markets.
“Matt has the perfect blend of professional knowledge and interpersonal skills required for the type of creative work that we do for our business owners, corporate executives, and wealthy individuals,” said Founder and CEO Webb Youngs.
Matthew Short, with multiple designations including Certified Financial Planner (CFP®), CRPC®, and AWMA®, has joined Youngs Advisory Group’s Lehigh Valley team as an established young veteran. After graduating from The University of Florida with a Bachelor of Science, he spent 8 years in the field of finance as a financial planner and investment advisor, most recently at Charles Schwab. In his role as a Senior Wealth Manager at the firm, Matt’s responsibilities will focus on client development and strengthening existing client relationships.
“I am truly excited to join the team at Youngs Advisory Group so that I can better serve clients through a higher-touch, personalized, and comprehensive planning-based wealth management relationship,” comments Matt. “This is something I could not do in a larger corporate setting and am excited to be able to do with Youngs Advisory Group. I look forward to growing the firm and growing with the firm.”
“We have very high standards here at our firm, and we look forward to Matt adding incremental value to everything that we do for our clients,” added Youngs.
Matt can be reached at 610-954-9940 and at mshort@YoungsAG.com
About Youngs Advisory Group
Youngs Advisory Group provides high level wealth management advisory services to corporate executives, private business owners and other private wealth individuals. Based in Pennsylvania and Florida, the firm has advised select high net worth clients since 1996. Youngs Advisory Group is independent, working solely on behalf of its clients, and is a Registered Investment Advisor (RIA).