Meet Carlee G. Young, Your Client Services Associate in Houston
Client Services Associate
About Carlee
Carlee joined the team in 2025 as a Client Services Associate, bringing a strong academic foundation, and an eye for detail. A proud Texas A&M graduate, she earned her BBA in Finance along with a Certificate in Corporate Finance. Known for her precision and dedication, she enjoys playing tennis, watching sports, and singing in her free time.
Highlights
- Earned her Securities Industry Essentials (SIE) qualification.
- Strong background in wealth management and client service operations
- Known for precision, responsiveness, and proactive approach to client support
- Dedicated to delivering an exceptional, detail-driven client experience