Youngs Advisory Group, an Independent Registered Investment Advisory Firm, has appointed Matthew Short as a Senior Wealth Manager.“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,” says Founder and CEO Webb Youngs.
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 eight 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, personalised, and comprehensive planning-based wealth management relationship,” says Short. “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,” adds Youngs.