Ted Youngling

Ted Youngling
First Vice President - Investments

In his role as First Vice President, Ted Youngling employs a simple philosophy with a symbol you can find right on his desk - a BIC pen. He believes that by always putting the best interests of his clients first, everything else falls right into place. That mentality has helped him guide families from all walks of life to realizing their dreams over his nearly 45-year career.

After building proficiencies in investment planning and economic analysis during lengthy tenures at UBS and Wells Fargo Advisors, Ted now utilizes Merritt Point Wealth Advisor's (MPWA) world-class, independent resources in his mission to provide truly unbiased client advice. To give boutique concierge service to every individual he serves, Ted curates and maintains only a select number of client relationships.

Ted's commitment to putting the best interest of others first goes way beyond his career. Along with holding past municipal positions in service to his community, he is an avid supporter of charities that provide support and resources for first responders. In his free time, Ted enjoys spending time with family and friends, keeping up on current events, exercising, and dining out.


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