Brandon Long

Background

About Brandon Long

I believe it is important to first invest my time to understanding my client's priorities and goals before we invest their money. Working closely with the client, their CPA, attorney and other professionals, I can help determine the most appropriate and tax-efficient strategy for them. We are committed to meeting regularly to keep our clients informed and on track – so when life happens and goals or situations change, we can help them feel confident and in control. I earned a bachelor's degree in civil engineering at Clemson University in 2007. I received the CFP® certification from the Certified Financial Planner Board of Standards, Inc. The CFP® designation is awarded to individuals who successfully met rigorous education, examination, experience and ethical requirements that require them to put their clients' interest first. I began my Edward Jones career in 2018 and have since become a partner with our firm. Helping business owners with business succession planning is a very important aspect to my business. I have earned the Certified Exit Planning Advisor® (CEPA®) designation. The training courses that make up this program cover many aspects of business and succession planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into professional, personal, and financial goals and building and preserving family wealth. What can you expect- Transparent Honesty - Proactive, not Reactive - Consistent Communication - Conversation is always Free If you are interested, contact me to confidentially discuss your situation. I look forward to the opportunity to help you make informed, financially sound decisions.