Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Robert "Bob" Long, CFP

Senior Vice President–Wealth Management

Bob is a Financial Advisor with over 30 years of experience in the financial services industry. He has developed a team of professionals with a knowledge of the markets and economic conditions. Bob introduces portfolio management strategies to the appropriate individuals, private corporations and institutions. He places great emphasis on developing a strategic asset allocation based on sound principals of risk and return. Bob, his wife, Janet, reside in Rochester, Michigan. An avid golfer, Bob is also active in church and local community fund-raising events.

Registered States:
  • AR
  • AZ
  • FL
  • IN
  • LA
  • MA
  • MI
  • SC
  • TN
  • TX
  • WI


  • B.S., Central Michigan University


Home Worker FL
Home Worker FL, FL 000
  • (248) 649-7526

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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In invested assets globally 
As of 12/31/2022

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UBS is a world-leading wealth manager