Our Qualifications

 

Tallie O. Young, RFC, LUTCF

Investment Adviser Representative & Registered Representative

 

Tallie’s infinite energy, excitement and empathy are what set her apart from most other financial advisors.  She feels it is important to see the whole picture before making any recommendations.  Tallie focuses on working with people in the pre-post retirement phase of their life; people who have gone through challenges, gotten past them and are ready to work with a professional to hel achieve the financial future they envision.  She uses the team approach with her client’s other trusted advisors, such as their accountant and attorney to make sure all areas of planning work together for the best interest of the client.  She has been doing this for over 28 years.

 

Tallie is an Investment Adviser Representative and Registered Representative for Ameritas Investment Corp.  She is also a Registered Financial Consultant and has earned her Fellow with the Life Underwriters Training Council.  She has been a consistent top producer since entering the financial services world, earning President’s Club and Master’s Council year after year, 100% Club, and Grand Council for Texas Leader’s Round Table. Tallie’s peers voted her Advisor of the Year in 2012.  She was chosen one of YWCA’s Women of Achievement in 2002 and selected in 2004 to serve on Prudential’s Presidential Advisory Council.  She is a graduate of Leadership in Life Institute as well as Leadership Richardson and has won numerous awards for community involvement.

 

Tallie is currently serving as the first female National Committeewoman for the National Association of Insurance and Financial Advisors-Dallas, where she is a Past President and has served on the board for 12 years. She is also a Past President of the Texas Leaders Roundtable and has moderated classes for Life Underwriters Training Council.  Tallie is in her 15th year of holding Continuing Professional Education classes for accountants. She regularly speaks to groups on financial empowerment, including the Women of Visionary Influence Mentor Recognition Luncheon and most recently at the Dallas Regional Chamber of Commerce for the Save 10 Program.

 

 

 

 

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