Our Team
David W. Young III, CEP®, RFC®, AIF®
Founder and President; Wealth Advisor
Mr. Young has been serving clients in the financial industry for more than 30 years. He finds joy in providing counsel for critical decisions as clients envision, strategize, and move toward reaching their financial goals.
The founding principal and team leader at Clarion, David is a Certified Estate Planner™ (CEP®), Registered Financial Consultant (RFC®), and Accredited Investment Fiduciary® (AIF®). He holds both 63 and 65 securities registrations and life/health and life/annuity licenses in Virginia and in other states and territories throughout the United States. Committed to lifelong learning, he is currently pursuing further certification through the College for Financial Planning.
David has been affiliated with leading financial networks throughout his career and has been nationally recognized as a top adviser, mentor, and trainer of other advisors. He established the Clarion Fair Lakes office in 2004 and has successfully helped clients navigate both the Great Recession and the COVID-19 pandemic—all the while growing Clarion one client at a time.
Today Clarion serves nearly 500 households and has recently aligned with EverSource Wealth Advisors, a Registered Investment Adviser platform, for investment management and operational support. David looks forward to the next season of serving clients—incorporating his gifts, knowledge, and expertise in the areas of estate planning, retirement income distribution, wealth management, and protection planning.
David’s family has deep roots in Virginia. He graduated from Fairfax High School and attended both George Mason University and James Madison University, where he earned a Bachelor of Science degree.
For the first few years of his career, David served as a full-time Christian minister in church and interdenominational ministries. With a heart for pastoral ministry and mission work, he has led ministry teams along the DELMARVA Peninsula for more than two decades. Presently he serves and supports many nonprofit and ministry organizations focused on providing shelter, clothing, and food to those in need in his community.
David and his wife, Meg, live in Leesburg, Virginia. Their oldest son, Peyton, is a graduate of the University of Virginia and works as an aerospace engineer supporting the US Air Force at Pearl Harbor. Their younger son, Harris, is a graduate of Christopher Newport University and is pursuing a master’s in public health policy at George Washington University.