Prior to joining Schwab, Long spent 12 years in the financial services industry, most recently as a financial advisor and consultant at Bank of America/Merrill Lynch.
Long earned a Bachelor of Liberal Arts degree from Harvard University and graduated from the Vanderbilt University Law School. A lifelong learner, he has also taken additional coursework in the areas of corporate finance, accounting, private equity, and macroeconomics.
Long holds his Series 7 and Series 66 Security licenses.
Raised in the Northeast, Long relocated to the Lowcountry more than 10 years ago. He and his wife have a young daughter and recently moved to Bluffton from Beaufort.
Long serves as board chairman for the Beaufort Memorial Hospital Foundation, is a past board member for the Beaufort County Open Land Trust, and previously served as chairman of the St. John’s Lutheran Church Endowment.
Long will work from the Bluffton Branch of Charles Schwab, located at 67 Towne Drive in Belfair Towne Village. For more information, call 843-473-3620 or visit Schwab.com/Bluffton.