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Sandra Y

CFP®, Series 63, Series 65

Seneca, PA

Raymond James Financial

Sandra Young is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial. Her career includes roles at First Street Financial and Fidelity and Guarantee Life Insurance. She owns and operates SJ Young Financial Services LLC, managing branch operations and support staff. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ashlee G

Series 66

Seneca, PA

Raymond James Financial

Ashlee Goodman is a financial advisor with Raymond James Financial Services, Inc. holding a Series 66 designation and seven years of industry experience. She also serves as an independent contractor for SJ Young Financial LLC. Her background includes roles in financial advising as well as experience in food service and catering businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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