Jim Long

Jim Long
Wealth Advisor Truist Bank

300 Summers St

Charleston, WV 25301-0001

About me

Background

Jim is a Wealth Advisor with Truist Bank offering over 24 years of financial industry experience. He helps guide clients through a comprehensive and strategic approach to managing their financial assets with the goal of reaching financial confidence. He utilizes an in-depth financial needs assessment and partners with Truist specialists in banking, strategic credit, risk management, investments, trust and estate planning to develop recommendations tailored to his clients’ needs, priorities, and preferences. Jim knows a true advisor not only offers financial solutions to complex issues, but ultimately strives to make clients' lives happier and easier by instilling confidence and trust at every step.

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA in English
Marietta College 1993
MBA
West Virginia University 1997

Personal Interests

Jim grew up in the hills of north central West Virginia and continues to call his native state home as he resides with his family in Charleston. He serves on the board of Covenant House, where he's a past president, and is a member of the Rotary Club of Charleston and the Charleston Estate Planning Council. Jim enjoys writing, mountain biking, and spending time with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

To
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    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.