For more than 35 years, John Young has offered his clients just two products: advice and experience.  In his high school days, he advised the homeowners of Potomac, MD on how to design and maintain their yards. His experience with his parents’ lawn (and his access to his Dad’s tractor at a very attractive rate) made him quite successful. He walked away at a young age with a clear understanding of the responsibility it takes to run your own business.

In the years that followed, John honed his professional experience; first by earning a B.S. in economics from the University of Maryland (and the nickname "J.Y." -- Go Terps!) and later as a Financial Advisor at Legg Mason. He witnessed the "internet run up", watching the markets rise effortlessly day after day, and was in the process of obtaining his Certified Financial Planner designation when the bubble burst in 2000. This reaffirmed his belief that the financial planning process is critical to long term financial success of his clients.

Today, John still offers just two products: advice and experience. Guided by his belief that the future belongs to those who prepare for it, he calls upon his specialty in financial planning to work with successful people on their important goals; educating their children, retiring with a lifestyle that wealth permits, and passing along their estate as tax efficiently as possible. As a Certified Financial Divorce Practitioner (CDFP), John also helps clients navigate through difficult life and financial transitions. John always tries to place himself in his client's shoes, and truly believes that he succeeds only when his clients succeed. To this day, John has never lost sight of that maxim.

John resides in Bethesda, MD and has two daughters.  The oldest is a recent graduate from Loyola University in Baltimore, while the youngest is beginning her sophomore year at Georgetown. When not spending time with them, he can be found on the golf course or captaining his platform tennis team at Congressional Country Club.

• University of Maryland, B.S. in Economics
• CERTIFIED FINANCIAL PLANNER ™
• UBS Presidents Council, 2013-2017

Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, MI, NC, NJ, NM, NY, PA, SC, TN, VA

As a Wealth Planning Associate for UBS, Nona helps clients pursue their goals through comprehensive planning. Nona has in-depth knowledge of the financial planning solutions that can be tailored to address each client’s individual needs and priorities.  In her previous role, she worked with UBS advisors covering relationship management, risk management, compliance and operations.

Prior to joining UBS in 2014, Nona was a private banker at Cardinal Bank in Washington, DC, and a Senior Banking Regulator at the financial markets regulatory authority in Armenia. 

Nona holds a Master's degree in economics and has nearly 15 years of experience in finance and banking. She is Series 7, Series 66, life and health insurance licensed and maintains the Chartered Retirement Planning Counselor® and Accredited Wealth Management Advisor® designations.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WY

Registered States:
CA, CO, DC, DE, FL, MA, MD, NC, NY, VA