Brandon Long
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Brandon Long Email & Phone Number

Financial Advisor Helping Founders, Business Owners, Corporate Executives, and Medical Professionals to Plan Beyond Retirement, Maximize Wealth, and Achieve Financial Peace of Mind at D.A. Davidson Companies
Location: Denver, Colorado, United States 2 work roles 1 school
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Current company
Role
Financial Advisor Helping Founders, Business Owners, Corporate Executives, and Medical Professionals to Plan Beyond Retirement, Maximize Wealth, and Achieve Financial Peace of Mind
Location
Denver, Colorado, United States
Company size

Who is Brandon Long? Overview

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Brandon Long is listed as Financial Advisor Helping Founders, Business Owners, Corporate Executives, and Medical Professionals to Plan Beyond Retirement, Maximize Wealth, and Achieve Financial Peace of Mind at D.A. Davidson Companies, a with 976 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Brandon Long.

Brandon Long previously worked as Associate Vice President | Financial Advisor at D.A. Davidson Companies and Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Brandon Long holds Bachelor'S Degree from University Of South Carolina.

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Email format at D.A. Davidson Companies

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D.A. Davidson Companies

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Profile bio

About Brandon Long

Financial Independence | Investment Management | Financial Planning | Trust & Estate Planning | Wealth ManagementMISSION:We ensure a healthy financial future for individuals and families by aligning their resources with their goals through a comprehensive process, encompassing:• Retirement and Income Planning• Trust and Estate Planning• Business/Career Exit Strategy Planning• Stock Option and Concentrated Position Analysis• Comprehensive Insurance Coverage Analysis• Goals Based and Tax-Efficient Portfolio Development• Cash Management• Risk-Based Investment ManagementI WELCOME A CONNECTION IF YOU ARE:• A Founder or Business Owner• A Corporate Executive• A Medical Professional• Seeking Investment Advice• Interested in an informed opinion on your financial situation• Interested in providing a valuable resource for your clients

Current workplace

Brandon Long's current company

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D.A. Davidson Companies
D.A. Davidson Companies
Financial Advisor Helping Founders, Business Owners, Corporate Executives, and Medical Professionals to Plan Beyond Retirement, Maximize Wealth, and Achieve Financial Peace of Mind
great falls, montana, united states
Employees
976
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2 roles

Brandon Long work experience

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Associate Vice President | Financial Advisor

Current

Denver, Colorado, United States

Oct 2022 - Present
Team & coworkers

Colleagues at D.A. Davidson Companies

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1 education record

Brandon Long education

  • University Of South Carolina
    University Of South Carolina
    Bachelor'S Degree
FAQ

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What company does Brandon Long work for?

Brandon Long works for D.A. Davidson Companies.

What is Brandon Long's role at D.A. Davidson Companies?

Brandon Long is listed as Financial Advisor Helping Founders, Business Owners, Corporate Executives, and Medical Professionals to Plan Beyond Retirement, Maximize Wealth, and Achieve Financial Peace of Mind at D.A. Davidson Companies.

Where is Brandon Long based?

Brandon Long is based in Denver, Colorado, United States while working with D.A. Davidson Companies.

What companies has Brandon Long worked for?

Brandon Long has worked for D.A. Davidson Companies and Merrill Lynch Wealth Management.

Who are Brandon Long's colleagues at D.A. Davidson Companies?

Brandon Long's colleagues at D.A. Davidson Companies include Trevor Dumais, Bobbie F., Marty Mathern, Catherine L., and Phillip Bleustein.

How can I contact Brandon Long?

You can use AeroLeads to view verified contact signals for Brandon Long at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Brandon Long attend?

Brandon Long holds Bachelor'S Degree from University Of South Carolina.

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