Darcey Young, FPQP^®

Client Services Manager

Darcey is a LPL Registered Administrative Associate with over 21 years of wealth management experience. She joined our team in 2002 as an administrative assistant. She has since advanced to the position of Client Services Manager where she handles all aspects of client’s administrative and operational needs. Darcey brings to our team a wealth of knowledge from the banking industry and has a strong work ethic and attention to detail. Born and raised in northwestern Montana, she moved to Southern California in 2000 to explore new opportunities.

She holds her FINRA Series 6 and 63 securities licenses through LPL Financial and is a Financial Paraplanner Qualified Professional™. She is also a Notary Public and holds a certificate from the New York Institute of Photography. In her free time, she enjoys spending time outdoors, watching movies, reading, and hanging out with her dog, Tate.