Richard Younts, Financial Advisor with Raymond James Financial Services

Richard Younts, Financial Advisor with Raymond James Financial Services Personalized planning for your financial goals. Rick is committed to providing honest and compassionate financial guidance for his clients.

He offers assistance in comprehensive financial planning services, specializing in insurance and retirement planning. He strives to help clients maintain financial confidence, and has expertise in managing financial risk and developing customized strategies to navigate life’s unexpected challenges. Before joining Raymond James, Rick is an owner and financial advisor at Lake Norman Financial for ov

er a decade. He earned a bachelor’s degree in marketing and finance from Western Carolina University. Rick is active in his community as a member of the North Mecklenburg Rotary Club and Lake Norman Baptist Church. Originally from Advance, North Carolina, he lives in Cornelius, and has two children, Bailey and Dillon.

Despite a recent pullback in technology stocks, broader market participation remains encouraging, with most S&P 500 sect...
06/10/2026

Despite a recent pullback in technology stocks, broader market participation remains encouraging, with most S&P 500 sectors advancing. Combined with resilient consumer spending trends, the backdrop continues to support a positive long term view.

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Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across ...
06/10/2026

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew.

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Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.The group led the major...
06/09/2026

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.

The group led the major averages to a higher finish yesterday, though broader market strength steadily deteriorated.

Read more in the Morning Brew.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/09/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets...
06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

raymondjames.com

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win...
06/08/2026

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win streak for the S&P 500.

Read more in the Morning Brew.

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Job growth surprised to the upside again in May, reinforcing expectations that policy easing may remain on hold. CIO Lar...
06/08/2026

Job growth surprised to the upside again in May, reinforcing expectations that policy easing may remain on hold. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam.

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Inflation pressure and labor market fundamentals are reshaping expectations for monetary policy. Raymond James Chief Eco...
06/05/2026

Inflation pressure and labor market fundamentals are reshaping expectations for monetary policy. Raymond James Chief Economist Eugenio Alemán shares his insight in the latest Weekly Economics.

raymondjames.com

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment O...
06/05/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/05/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(704) 655-0179

Website

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