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William L
CFP®, Series 63, Series 65
Coral Springs, FL
OSAIC
Trey Long is a Planning Consultant who collaborates with clients to develop personalized financial plans. He utilizes the resources of his wealth management team to create strategies tailored to each client's unique situation, aiming to build lasting relationships that empower clients in their financial journey. He has held roles at Fidelity Investments, serving as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Prior to that, Trey gained experience as an intern at CarrotxChange from 2020 to 2021. Outside of his professional work, Trey has interests in football, social events with friends, golf, movies, music, and soccer.
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