Colin Long is a vice president, wealth management, financial advisor, financial planning specialist and co-founder of Manfrey & Long Wealth Management of Raymond James. Colin provides comprehensive wealth management for high-net-worth clients. He also focuses on the team’s equity and fund research and separately managed accounts.
Born in St. Petersburg, Florida, Colin earned two bachelor’s degrees, in finance and economics, from Florida State University. He began his career at an independent brokerage firm, developing retirement and financial planning solutions for the complex needs of affluent families.
Committed to continuing education, Colin is a Certified Financial Planner® professional, a designation awarded by the Certified Financial Planner Board of Standards. This accreditation marks proficiency and continuing education in financial planning, risk management, investing, tax planning strategies, retirement and employee benefits, and estate planning strategies.
As Manfrey & Long Wealth Management’s financial planning specialist, Colin creates, updates, and monitors our clients’ formal financial plans.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.