Robert Young Wins 2019 NTSA Elite Advisor Award
January 29, 2019
Robert Young, owner of One2One Wealth Strategies, a PlanMember Financial Center in Glendale, AZ, has been announced as a winner of the 2019 prestigious Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry, sponsored by the National Tax-Deferred Savings Association (NTSA). The NTSA Elite Advisor Award honors its members who have helped shape best practices in serving clients and acknowledges their own specific accomplishments and contributions.
“The NTSA Elite Advisor program was established by NTSA leadership in 2013 to recognize the professionals who make a positive difference for their clients, communities and profession,” said Brent Neese, NTSA executive director. “NTSA Elite Advisors represent the standard of excellence to which all investment professionals should aspire.”
The NTSA Elite Advisor Award was presented at the general session during the 2019 NTSA 30thAnniversary Summit in Tampa, Florida, January 27-29, 2019.
With 13 years as a financial professional, Robert Young believes in putting education before selling. “Over eight years ago we began doing monthly education meetings so our clients could continue to understand what we do for them and help put their minds at ease during good and bad markets,” Young said.
“Once again, PlanMember advisors have received recognition for one of the highest awards of professionalism in our industry,” said Jon Ziehl, founder and CEO of PlanMember. “We are immensely proud of the work they do to help employees in education and the nonprofit community plan for their future retirement.”
Founded and headquartered in Carpinteria, California, PlanMember Securities Corporation has been an industry-leading broker/dealer for over three decades. With more than 500 registered representatives, a growing number of PlanMember Financial Centers across the country, $12 billion in assets under management and more than 190,000 customer accounts, PlanMember is an approved retirement plan provider in more than 4,200 school districts, nonprofit organizations and employers nationwide. PlanMember Securities Corporation is a registered broker/dealer, investment advisor and member FINRA/SIPC.
Contact:
PlanMember: www.planmember.com
Jon Hall, 800-874-6910 x2560 or Jhall@planmember.com