Laurel Long

Laurel Long Email and Phone Number

Senior Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Laurel Long's Location
Greater Chicago Area, United States
Laurel Long's Contact Details

Laurel Long personal email

n/a

Laurel Long phone numbers

About Laurel Long

As a Financial Advisor with Morgan Stanley in the Chicago Area, for the last 30 years I have enjoyed working with clients on a number of long term goals. I use a 4 step wealth management process for each of client to tailor a plan to help pursue their individual goals. I have found that by using this process, I can work to help clearly define what my clients are looking to accomplish, create a plan towards seeking their goals, adjust investments as necessary along the way, and review my progress towards their long term goals regularly in an effort to stay on track. Over many years of experience, I believe this process allows me to work with my clients and focus on long term goals rather than some of the emotion of short term decisions.

Laurel Long's Current Company Details
Morgan Stanley

Morgan Stanley

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Senior Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Laurel Long Work Experience Details
  • Morgan Stanley
    Senior Vice President, Senior Portfolio Manager, Financial Advisor
    Morgan Stanley Nov 1989 - Present
    ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-long-cavanaugh-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 1290542

Laurel Long Skills

Estate Planning Series 63 Saving For Education Retirement Income Strategies Retirement Planning Financial Planning Rollovers Series 66 Asset Allocation Roth Ira Ira Rollovers Wealth Management Mutual Funds Ira's Stocks Wealth Accumulation Wealth Preservation Strategies 401k Rollovers Etfs Retirement Series 7 529 Plans

Laurel Long Education Details

  • University Of Wisconsin-Oshkosh
    University Of Wisconsin-Oshkosh
    Finance
  • Homewood Flossmoor High School
    Homewood Flossmoor High School

Frequently Asked Questions about Laurel Long

What company does Laurel Long work for?

Laurel Long works for Morgan Stanley

What is Laurel Long's role at the current company?

Laurel Long's current role is Senior Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley.

What is Laurel Long's email address?

Laurel Long's email address is la****@****ssb.com

What is Laurel Long's direct phone number?

Laurel Long's direct phone number is +191425*****

What schools did Laurel Long attend?

Laurel Long attended University Of Wisconsin-Oshkosh, Homewood Flossmoor High School.

What skills is Laurel Long known for?

Laurel Long has skills like Estate Planning, Series 63, Saving For Education, Retirement Income Strategies, Retirement Planning, Financial Planning, Rollovers, Series 66, Asset Allocation, Roth Ira, Ira Rollovers, Wealth Management.

Who are Laurel Long's colleagues?

Laurel Long's colleagues are Shibashish Banerjee, Ashwi Bhansali, Daniel Montes, Cfp®, Joe P., Charles Ide, Juliana Pires, Sue Teng.

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