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Karen C
Series 65
Naples, FL
Young Richard C & Co Ltd
Karen Curry is a financial advisor with Young Richard C & Co Ltd, holding a Series 65 credential and 17 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2009 and is also employed as a bookkeeper at N Viro Metal Roof Supply, Inc., a roofing materials supplier. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, using a range of investment management programs tailored to client goals, risk tolerance, and liquidity needs. The firm employs a diverse analytical approach and emphasizes asset allocation across multiple asset classes, managing approximately $1.8 billion in discretionary assets.
Matthew Y
Series 63, Series 65
Naples, FL
Young Richard C & Co Ltd
Matthew Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1997. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering continuous portfolio management through various firm-designed programs. The firm employs a multi-faceted investment process that includes fundamental, technical, cyclical, quantitative, and qualitative analysis, focusing on asset-allocation-driven strategies across a broad range of securities.
Amy E
Series 63, Series 65
Naples, FL
Young Richard C & Co Ltd
Amy Evans is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2001. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, including high net worth clients, small businesses, and 401(k) plans. The firm offers a range of firm-designed portfolio programs and employs an investment process that integrates fundamental, technical, cyclical, quantitative, and qualitative analysis with an emphasis on asset allocation.
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