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Sandra Y

CFP®, Series 63, Series 65

Seneca, PA

Raymond James Financial

Sandra Young is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Raymond James Financial. She has been with Raymond James since 2005 and has held roles at multiple firms including Fidelity and Guarantee Life Insurance and Wolf Financial Services. Outside of her advisory work, she owns and operates SJ Young Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to align recommendations with client goals, while also supporting municipal and public-finance work through a unique affiliation.

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 at Raymond James Financial with a Series 66 designation and six years of industry experience. She also operates as an independent contractor for SJ Young Financial LLC. Prior to her current roles, Ashlee has worked at several firms and has experience in non-investment businesses including catering and food service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports a broad advisor network with specialized municipal and public-finance services.

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