Kathy Younce

Kathy Younce

Kathy is a Financial Advisor with Merrill Lynch, where she helps clients develop thoughtful strategies in line with their financial goals. She and her husband, Will, relocated to Beaufort in the summer of 2025 after living in Charlotte, North Carolina for more than 20 years. While in Charlotte, Kathy worked closely with corporate groups at Merrill Lynch, including the Military Support and Assistance Group and LEAD for Women. Within these groups, she volunteered with local nonprofits, supporting sexual assault and child abuse awareness, advancing career development opportunities for women, promoting educational development for youth, and helping build homes for those in need.