Lee M. Young

Financial Services Representative

10900 Nuckols Road, Suite 170
Glen Allen, VA 23060

Phone: (704)716-2655
Fax: (704)366-6900
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conversation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in NC, SC and FL.
  • Registered to offer securities products in NC, SC and FL.
  • AAMS-Accredited Asset Management Specialist

PERSONAL

  • 20 year resident of Charlotte NC
  • Family:  Wife Susan, Daughter Catherine and Son Thomas
  • Hobbies:  Golf, Tennis, Reading, Camping
  • Eagle Scout
  • Born with a problematic right leg that was amputated after my freshman year of college, I understand perseverance, persistence, and overcoming obstacles, discomfort and disability.

ORGANIZATIONS

  • Board member of Central Carolinas Chrysalis Community
  • Member of the Central CarolinaEmmaus Community
  • Committee Chair of Cub Scout Pack 80
  • Member of the Men of the Church for Pleasant HillPresbyterian Church

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

New England Financial is the registered trademark for New England Life Insurance Company [NELICO], BostonMA02116.  Securities and investment advisory services offered through New England Securities Corp. [NES] [member FINRA/SIPC] and a Registered Investment Adviser.  NELICO and NES are affiliates.  Thompson Financial Groupis not affiliated with New England Securities.