Ann Hollis-Young began her career as a Financial Advisor in 2007 and became a partner in the team of Poling, Trusty, Young & Associates, now Southern Oak Wealth, in 2012.

She specializes in comprehensive financial planning, working closely with clients to develop holistic strategies that integrate investments, retirement planning, tax considerations, estate goals, and overall wealth preservation. At the heart of her practice is building deep, trusting client relationships; she views this personal connection as both the most rewarding aspect of her role and the most effective way to guide clients toward achieving their goals.

A key area of expertise is divorce financial guidance. As a Certified Divorce Financial Analyst, Ann provides specialized support to individuals navigating the complexities of divorce or separation. This designation equips her to analyze the long-term implications of asset division, support obligations, retirement accounts, taxes and cash flow needs, helping clients make informed decisions that protect their financial future during challenging transitions.

Ann holds a Bachelor’s degree in Economics from Vanderbilt University, the Accredited Asset Management Specialist (AAMS®) designation, and the Certified Divorce Financial Analyst (CDFA®) credential. She resides in Franklin, Tennessee with her husband, Donnie, and their daughters, Elizabeth & Grace. She is a member of St. George’s Episcopal Church and a passionate supporter of Vanderbilt Athletics.