Steven Young

Steven Young, CIMA®, CFP®, CEPA, is a Senior Vice President of Wealth Management at UBS Financial Services, where they lead the Young Business Transition Consultants team in Indianapolis, IN. Since joining UBS in 2014, Steven has specialized in providing comprehensive wealth advisory and asset management to owners of closely held companies. With a career in financial services dating back to 1986, they hold multiple professional designations and are actively involved in various financial planning and exit planning organizations. Steven earned a BA in Business from UNC Charlotte and an MBA from the University of Indianapolis, and they are currently pursuing additional studies in Financial Planning.