Patrick Long

Patrick Long, AAMS®, CIMA®, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

214 North Tryon Street

33rd Floor,

Charlotte, NC 28202

Patrick.Long@Truist.com

Phone 704-526-4359

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About me

Background

Patrick Long is a Financial Advisor with Truist Investment Services, Inc. He is part of The Kennedy/Long Group of Truist Investment Services, Inc., which offers clients more than 80 years of combined financial services, retirement planning, and investment management experience.

Patrick earned his Bachelor’s degree in Business Administration with a concentration in Finance from Winthrop University. He is a Certified Investment Management Analyst® certificant, a designation conferred by the Investments and Wealth Management Institute through the Wharton School at the University of Pennsylvania. He is also an Accredited Asset Management Specialist professional, a designation earned through the College of Financial Planning®. Thirdly, Patrick has earned the Accredited Investment Fiduciary® (AIF®) Designation which is a professional certification that demonstrates an advisor serving as an investment fiduciary has a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Before embarking on his career helping his clients succeed financially, Patrick helped people succeed tee-to-green as a PGA golf professional. The lessons he taught on the course such as setting and achieving reasonable expectations; sound course management; and practicing the fundamentals are also key components of the financial coaching and guidance he provides.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree – Business Administration with a Concentration in Finance
Winthrop University 1990 1994

Personal Interests

Patrick and his wife, Terri, are empty-nesters residing in Uptown Charlotte. Patrick is an active Winthrop Soccer alumnus where he played collegiately. He enjoys traveling to see his family and spending summer days in the North Carolina mountains.

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Forbes - Best In State Wealth Management Teams
2023 Undefined
Forbes - Best In State Wealth Advisors
2024 Undefined

Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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