Samantha D. Young
Director of Private Wealth Advisory
“Courage is what it takes to stand up and speak. Courage is also what it takes to sit down and listen.”Winston Churchill
Strong, lasting, meaningful relationships are what matter most in life. In the end, you can’t take any things with you, but you will be remembered for how you used your time and abilities to help others. This is the most important lesson Sam has learned throughout her life and what she lives by every day.
With a double major in International Business and Marketing from the College of New Jersey, Sam jumped right into the hustle bustle of New York City at one of the largest media agencies in the country. After working her way up to Primetime Media Buyer for a multi-national brand, Sam decided she wanted to parlay her corporate finance experience into private wealth, so she joined her father’s insurance consulting firm where she worked closely with some of the country’s most well-known, ultra-affluent families, foundations, endowments and pensions.
Sam found great fulfillment in successfully implementing advanced insurance strategies, estate planning and wealth preservation solutions for clients, but was strongly drawn to become part of a team providing comprehensive wealth management. After running the with the “big dogs” at one of the world’s largest private banks, Sam sought out Monument, where independent, fiduciary advice is our only way of doing business.
The oldest of seven, Sam was born and raised on the central Jersey Shore and loves visiting home during the off season. She enjoys cooking and wine pairing with friends, pretending she’s still a collegiate runner out in the streets and parks of D.C., hiking with her lab puppy, Beatrice, and the occasional cigar while cruising around in a golf cart at her annual charity golf tournament.
Contact Sam to:
Learn more about our wealth management services and how we can help you
Ask for independent, fiduciary advice about your insurance policies
Learn more about our events
Suggest new ideas for Monument’s educational and social events
Level 2 Advanced Life Underwriter (ALU)
Completed two out of three levels of advanced life underwriting, learning how to customize policies for clients with complex individual and business situations
Washingtonian "Best Financial Advisor" (2018)
Listed as one of Washington, DC’s Best Financial Advisers by Washingtonian
Aspen Institute Ideas Festival Host (2016 & 2017)
Host at nation’s premier, public gathering place for leaders from around the globe to engage in deep, inquisitive discussion of ideas and issues that shape our lives
Board of Trustees Program Chair for The National Center for Children and Families (NCCF)
Event Chair for yearly Neediest Kids Pro AM Invitational and “Uncorked” wine event
Advisory Board Member for Apple Tree Institute
Encouraging the social, emotional, and cognitive foundations for pre-kindergarten students that enable them to thrive in school