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Evan Y

Series 66

Van Buren, AR

Cetera

Evan Young is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to his current role, he has worked at J.B. Hunt Transport Inc. and Taco Bell. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management options, financial planning, and access to multiple investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Donna Y

CFP®, Series 63, Series 65

Van Buren, AR

Cetera

Donna Young is a CFP® professional with 40 years of experience in the financial industry. She is currently with Cetera and has held positions at Summit Financial Group Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as a council member of the Arkansas Arts Council and is an advisory board member for the Western Arkansas Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a wide range of investment strategies and program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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