Jerry Younge

Jerry Younge
Financial Advisor Investment Services Group Truist Investment Services, Inc.

207 E Ash St

Goldsboro, NC 27530-3730

About me

Background

Jerry Younge is a financial advisor with nearly 20 years of industry experience specializing in helping families and individuals realize their long-term financial goals with custom-tailored solutions and high-touch communication. He makes the complex and often confusing details of investing easy to understand in clear, everyday language. This approach helps bring financial confidence to his clients so they understand what their nest eggs are doing and remain confident they are on track for their goals.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

The son of a WWII U.S. Navy pilot, Younge also served six years in the Navy as a nuclear engineer. After working for a private medical equipment company and helping with its IPO, he realized that his passion and attention to detail would be a great fit for helping others meet their financial goals. He and his wife of over 30 years, Dini, have raised and sent out into the wide world five wonderful children. They all have a passion for anything that has to do with travel, being on the water, good food, gardening, and family time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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