Dave C. Younts

Dave C. Younts

Financial Advisor

Phone: (704) 554-6039
E-mail:
 

Goals driven and results oriented, I strive to make sure my clients don't outlive their money.

From building a nest egg to investing in a 401(k), I provide my clients a clearly defined and personalized roadmap aimed at pursuing their financial goals, monitoring their investments, and reporting to them during every step of the journey. 

As a Captain in the U.S. Army and recipient of the Bronze Star Medal, I was entrusted to lead a specialized team of some of our best soldiers on more than 50 missions. As a Financial Advisor, I am excited for the opportunity to provide the same care and attention to detail to our clients that I displaed in my military career.

Following five years of military service, I joined Stifel in 2014. With a 125-year history, the firm has developed a reputation of success and integrity. We don't have proprietary products, which means we can offer the best mix of investment choices customized for each of our clients.

I work with a team of two industry veterans, David Younts and Howard Douglas, as well as Brad Richardson, who recently joined the firm following 20 years of working in economic development for the City of Charlotte. They are men of character and have a passion for serving our clients. The mission statement of our team is to build lifelong relationships.” To do this, we must be productive with our clients' assets, completely honest, and offer the highest level of service. We intend to do just that!

While serving in the Army, I met my wife, Carmen, and her two wonderful children, Connor (8) and Delilah (5). This past year, we were blessed with our first child, a son, Greyson. We attend Elevation Church – Uptown, and I also serve as the Vice President of the Lockwood Neighborhood Association. 

I look forward to building a successful relationship with you.

Dave David Younts Army Stifel Nicolaus Financial Investment Investing Mutual Funds Stocks Bonds IRA 401(K) Retirement