Joshua Long, MBA

With over 15 years of experience in financial services, I specialize in helping individuals and families achieve their long-term financial goals through personalized investment strategies. My approach combines deep market insight with a commitment to understanding each client's unique objectives and risk tolerance. Having guided clients through major market cycles, I help clients structure balanced portfolios that are designed to adapt to changing conditions while keeping your goals in focus. My career began as an Independent Financial Advisor with World Financial Group, followed by three years at Edward Jones. I then transitioned into Private Wealth Management at Regions Bank for 4 years before joining Wells Fargo Advisors in Sarasota, FL, where I proudly serve local investors today. I hold a Bachelor's Degree in Business Finance from the University of South Florida and an MBA from Saint Leo University. Beyond my professional role, I am passionate about financial acumen and community development. I actively support the Mt. Zion Community Outreach Program, helping young individuals build a foundation for financial success. Outside the office, I enjoy fishing, reading, Pilates/Yoga, and spending quality time with my wife and two wonderful children. Wealth planning isn't a one-time event it's an ongoing process. As your life evolves, I'll be there to adjust strategies and keep your plan aligned with your goals. Whether you're planning for retirement, growing your investments, protecting your wealth, or estate planning, my mission is simple: provide clarity and confidence so you can focus on what matters most.