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.

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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
  • CO
  • FL
  • GA
  • IN
  • LA
  • MA
  • MI
  • SC
  • TN

Education

  • B.S., Central Michigan University

Credentials

  • CERTIFIED FINANCIAL PLANNER®
Home Worker FL
Home Worker FL, FL 000

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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