Donna M. Young is a cornerstone of VNFA as the Designated Principal and Vice President of Client Services with over 37 years of service. Donna came to VNFA with over 10 years of experience in the financial industry. Her tenure is marked by her unwavering dedication to clients, whom she fondly describes as the best. Her ability to simplify financial complexities and provide clarity stems from her passion for building lasting relationships grounded in trust and transparency. Her commitment to excellent client service is due to her values of collaboration and teamwork.
Beyond the office, Donna enjoys time spent with her family, including her husband and two daughters, who inspire her daily with their integrity and work ethic. She is an avid traveler and always tries to combine her love of travel with her love of food by attending cooking classes wherever she goes. In her free time, she enjoys skiing, horseback riding, Pilates, and jazz music.
In the community, Donna is an advocate for women’s rights, animal well-being, and equine-assisted therapy, volunteering her time at Equi-librium.
Donna cherishes the relationships she has built with clients and colleagues alike, believing that VNFA’s greatest strength lies in its people. She envisions a future marked by growth and success yet firmly rooted in our core value of exemplary customer service.
Professional Certifications*
- Series 7, 63, 65, and 24 (FINRA)
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.