Young and Associates at Morgan Stanley

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Young and Associates

OUR MISSION STATEMENT

By doing what we do best we want to give you more time to do what you do best.

Our Story and Services

Our Story and Services

At Young & Associates at Morgan Stanley, our clients have achieved big things. And they have even bigger goals for their future.

Our team of six manages more than $1 billion of assets. Our goal is to help smart, busy Silicon Valley professionals build on their success. By doing what we do best – financial planning and portfolio management – we want to give you more time to do what you do best.

Whether you are retiring executive deciding what’s next for your company and family, an entrepreneur planning for future chapters of your life, or a professional athlete interested in giving back to your community, we are here to help you achieve a rewarding lifestyle and a lasting legacy.

Services Include

  • Stock Option Plans
  • Stock Purchase Plans
  • Financial Planning
  • Philanthropic Services
  • Planning for Education Funding
  • Professional Portfolio Management
  • Retirement Planning
  • Estate Planning Strategies
  • Sustainable Investing
  • Alternative Investments
  • Business Planning
  • Divorce Financial Analysis
  • Fixed Income
  • Lending Products
  • Planning for Special Needs Individuals


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 16000 Los Gatos Blvd.
  • Los Gatos, CA 95032

  • 1400 Page Mill Road
  • Palo Alto, CA 94304

In The Press

In The Press

Awards

Awards

  • Cheryl Young named to Working Mother Magazine's List of Top Wealth Advisor Moms 2018
  • Cheryl Young named to Forbes Magazine's Top 250 Wealth Advisors 2018
  • Cheryl Young named to Barron's 2018 Top 100 Women Financial Advisors
  • Cheryl Young named to Forbes Magazine's Top 250 Women Wealth Advisors 2018
  • Cheryl Young named to Financial Times Top 400 Financial Advisors 2018
  • Cheryl Young named to Barron's Top 1,200 Financial Advisors 2018
  • Cheryl Young named to Forbes Magazine's List of America's Best-in-State Wealth Advisors 2018
  • Cheryl Young named to Working Mother Magazine's List of Top Wealth Advisor Moms 2017
  • Cheryl Young named to Barron’s Top 100 Women Financial Advisors 2017
  • Cheryl Young named to Financial Times Top 400 Financial Advisors 2017
  • Cheryl Young named to Barron's Top 1,200 Financial Advisors 2017
  • Cheryl Young named to Forbes Magazine's Top 200 Financial Advisors 2017
  • Cheryl Young named to Forbes Magazine's Top 200 Financial Advisors 2016
  • Cheryl Young named to Barron’s Top 1,200 State by State 2015-2016
  • Cheryl Young named to Financial Times Top 400 Advisors 2016 and Top 100 Women Advisors 2014 -2016
  • Cheryl Young named to Barron’s Top 100 Women Financial Advisors 2014-2016
  • Cheryl Young was registered for Rep Chairman’s Council 2009 – 2014 and promoted to Managing Director 2015
  • Cheryl Young named to Top 50 Independent Broker/Dealer Women Advisors in 2011 (#3)
  • Cheryl Young named to Barron’s Top Financial Advisory Teams 2010-2016
  • Cheryl Young named to Barron’s Top Independent Advisors 2010-2012

Meet Young and Associates

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Ready to start a conversation? Contact Young and Associates today.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

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* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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