Perry Long

Perry D. Long, CFA®
Senior Vice President Investment Manager

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2232

Perry.Long@Truist.com

Phone 954-765-7581

Fax 954-779-2906

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About me

Background

Perry Long is an Investment Manager within Truist Wealth, a division of Truist Financial Corporation. He is responsible for the management of Truist’s investment process for a limited number of high net worth clients. This includes investment policy formation, asset allocation, investment selection, ongoing portfolio management, and periodic investment reviews.
   
Perry has over 30 years experience in both the Commercial Lending and Wealth Management Divisions with Truist. Although he has held numerous regional and state leaderships positions in both divisions, his current focus is helping high net worth families reach their financial goals.   

Perry earned a Finance degree from The Florida State University and his M.B.A. from The University of Florida. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA South Florida Society. Perry is a current instructor at the Florida Trust & Wealth Management School which is offered through the Florida Bankers Association.

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

Education

B.S. in Finance
Florida State University
MBA
The University of Florida

Specialties

  • 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

Locations

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