William H. Young

William H. Young

Private Wealth Advisor

William H. (Bill) Young has a degree in Finance from Texas A&M University, College Station, TX.  Bill has been in the investment services business for over 24 years.  He built a solid background of industry knowledge at Capital Group American Funds in San Antonio after graduation from A&M.  Building upon his base of knowledge, he moved to Van Kampen American Capital (now Invesco) as a regional consultant to financial advisors, using the latest technology to build more efficient portfolios for their clients.  Bill increased his knowledge in the annuity and insurance space by working at American General Financial Group as a regional consultant to advisors, financial planners and insurance agents.  At American General, Bill helped his clients find customized insurance and annuity solutions to help meet their financial planning needs.  In 2000, Bill started at Morgan Stanley as a Financial Consultant.  After Morgan, Bill spent 14 years at Security Service Investment Group as a Senior Financial Consultant. In September 2015 Bill created his own private practice through Lincoln Financial Advisors.  Bill joined Kingsley Knight who has been with Lincoln for more than 40 years.  The combined firm is named Young, Knight & Oberholtzer.  

Phone 210-824-0319
Fax 210-828-0464