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.

Sept. 2 - Equity futures point to a mostly lower opening this morning following Tuesday's relatively sharp retreat. A su...
09/02/2026

Sept. 2 - Equity futures point to a mostly lower opening this morning following Tuesday's relatively sharp retreat. A surge in oil prices and pronounced weakness across technology stocks weighed heavily on the broader market.

Read Morning Brew.

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US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper...
09/02/2026

US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper in today's Up & Adam.

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Sept. 1 - Equity futures point to a lower open this morning as the market navigates rising global bond yields and anothe...
09/01/2026

Sept. 1 - Equity futures point to a lower open this morning as the market navigates rising global bond yields and another spike in oil prices. The upward pressure on yields has resulted in broad weakness across overseas equity markets.

Read Morning Brew.

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Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflic...
09/01/2026

Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflict once again heating up, oil prices are pressuring the 10-year Treasury. CIO Larry Adam digs deeper in today's Up & Adam.

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August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of...
08/31/2026

Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of helping preserve capital and earn higher income.

raymondjames.com

August 31 - Equity futures are pointing to a modestly lower open as investors monitor the latest geopolitical developmen...
08/31/2026

August 31 - Equity futures are pointing to a modestly lower open as investors monitor the latest geopolitical developments amid a fairly quiet morning of corporate news.

Read more in the Morning Brew.

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Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Frida...
08/31/2026

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam.

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Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

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...
08/28/2026

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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Charlotte, NC

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

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(704) 655-0179

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