Joseph Long

For additional information, please contact a member of your team or Joe Long at 330-255-4328 or jlong@sequoia-financial.com.

Joe Long
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Joseph Long - Financial Planner 330.255.4328 jlong@sequoia-financial.com

Contributions - Joe joined the firm in 1995 as a research assistant and has since assumed the role of Financial Planner. He coordinates office operations, client services initiatives and manages our information systems. Joe also works with individuals to develop and meet their financial planning goals.

Qualifications - Joe earned his BS degree in finance from the University of Akron in 1996. He is registered as a Series 63 Uniform Securities Agent and Series 7 General Securities Representative with ValMark Securities, Inc., a FINRA-registered broker/dealer. He is currently completing coursework towards his Chartered Financial Consultant (ChFC) designation.

Personal Notes - Joe lives in Munroe Falls, Ohio with his wife Molly and children Matt, Mike and Amanada. Joe enjoys family activities, is an avid softball player, and can occasionally be found hunting for his ball on the golf course.

Joe Long

Joe Long
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Personal Notes - Bill resides in Strongsville with his wife, Beth, and their sons, Jacob, Ryan and Joe.

Joe Long
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Personal Notes - Jodi and her husband, Joe, reside in Ellet.

Joe Long
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Joe Long
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Joe Long - Financial Planner

330.255.4328 jlong@sequoia-financial.com

Contributions - Joe joined the firm in 1995 as a research assistant and has since assumed the role of Financial Planner.He coordinates office operations and client services initiatives.Joe also works with individuals to develop and meet their retirement planning goals and specializes in developing Qualified Plan Solutions for small and mid-sized companies.

Qualifications - Joe earned his BS degree in finance from the University of Akron in 1996.He is Series 7 and Series 63 licensed through Linsco/Private Ledger (LPL), a NASD-registered broker/dealer.He is currently completing coursework towards his Chartered Financial Consultant (ChFC) designation.

Personal Notes - Joe lives in Stow and is the proud father of daughter, Amanda.In his off-hours he can usually be found enjoying family activities or involved in one of his other hobbies: softball, golf, and camping.