The Team

Seamless coordination and collaboration to better serve you:

Gerald E. Long CFP®, CLU® ChFC®

Owner-LPL Investment Advisor Representative

About Gerald (Gerry) Long, CFP®, CLU®, ChFC®

Investment Advisor Representative, LPL Financial, LLC
Owner, Long Wealth Management

Gerald (Gerry) Long is the founder and sole owner of Long Wealth Management, a financial services firm registered in the states of Rhode Island and Florida. With over three decades of experience in financial planning and investment management, Gerry works closely with executives, families, entrepreneurs, retirees, and business owners to develop comprehensive financial, investment, and estate strategies tailored to their goals.

Before founding Long Wealth Management in July 2010, Gerry spent 20 years with the Financial Advisory division of Ameriprise Financial, Inc. Seeking the freedom to serve clients as an independent advisor, he established his own firm to deliver objective, personalized financial guidance.

Gerry holds FINRA Series 7, 24, and 63 securities registrations through LPL Financial, and has earned three of the most respected professional designations in the industry:

CERTIFIED FINANCIAL PLANNER™ (CFP®), awarded by the College for Financial Planning
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®), both awarded by The American College

A 1979 graduate of Bryant University, Gerry earned his Bachelor of Science in Business Administration with a concentration in Finance. He continues to exceed the required continuing education standards to maintain his professional credentials, insurance licenses, and securities registrations.

At Long Wealth Management, Gerry emphasizes a conservative, long-term investment approach that aligns with each client’s risk tolerance, time horizon, and financial objectives. He is currently licensed and registered to conduct business in Pennsylvania, Florida, Massachusetts, Ohio, and Rhode Island.

Outside of the office, Gerry is an avid skier who also enjoys golfing, fishing, traveling, and spending time at the beach. He lives in The Villages, Florida, he has one daughter, Marian, two Labrador retrievers, Larry and Oliver.

Institutional Partner

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Client's Advisors

People You Know & Trust

Clients generally have existing advisory relationships with respected and well-compensated professionals they like and trust. It’s understandable that this trust and confidence translates into an assumption that if something should be done to improve their circumstances, it naturally would be proposed and implemented. However, the reality suggests that there is frequently a lack of adequate cross-advisor communication, coordination and follow-through potentially resulting in unrecognized problems and lost opportunities.

We work with a client’s advisors in a manner that generally reduces time and cost while enhancing the value delivered to client. Long Wealth Management system, WealthVision, provides an ideal mechanism for advisor coordination.

Attorneys
CPAs
Trustees
Wealth Advisors
Insurance Brokers
Others

Specialists

The Right Team, Every Time

Occasionally, client requirements call for specialists in key areas to assist or complement client’s current advisors. As warranted, Long Wealth Management qualifies, recommends and collaborates with leading professionals (attorneys, tax specialists, business valuation specialists, and others) to assist in the development and implementation of client strategies.