About Us

Dan Long, Senior Vice President/Investments, Branch Manager

Dan Long
Senior Vice President/Investments, Branch Manager

Dan provides wealth management and investment services based on nearly three decades of experience and research. He takes time to truly listen to each individual’s needs and develops a customized wealth management plan that reflects personal goals, risk tolerance, and time horizon.

Dan recognizes that a well-designed portfolio is essential; however, it is only one piece of a much larger puzzle.  He delves into retirement and estate planning concerns, insurance needs, and coordinates with your tax and legal advisors to implement a plan that is designed to thrive in any market environment.  Through a disciplined process, he leverages the combined efforts of Stifel’s professionals and his broad-based experience and knowledge to help you navigate every stage and financial aspect or your life.

Throughout his long-tenured career, Dan has served as Branch Manager and financial advisor at several firms, including UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch.  He holds Series 7, 9 & 10, 31, and 66 securities licenses, as well as life and variable insurance licenses (including annuities).  Dan and his wife of 30 years, Joanne, have three outstanding children and together enjoy fishing, golfing, biking, and cheering for their favorite sports teams.

 

Daniel P. Long, Financial Advisor Associate

Daniel P. Long
Financial Advisor Associate

Dan focuses on technology. He is fluent in utilizing all Stifel's latest tools. This allows us to take a true measured look at your investment portfolio with consideration to time, risk, and performance.  Dan began his investment industry career in 2017 and joined The Long Wealth Advisory Group in 2019. Prior to Stifel, he worked within UBS Financial Services wealth advisor center estate planning team.

Dan earned a B.S. in Business Administration with a Minor in Marketing from Flagler College and holds series 7 and 66 securities licenses. Outside of the office he enjoys running, golfing, and supporting Premier League Soccer.

 

Lynn Friend
Branch Operations Manager

Lynn began her financial services career in 1981 with Prudential Securities.  In 2004, she joined Stifel with the opening of its Sarasota branch, serving as a Client Service Associate.  Today, she serves as the Long Wealth Advisory Group’s Branch Operations Manager, overseeing the team’s client support, administration, and operational efforts. 

Lynn holds Series 7, 8, and 63 securities licenses.  Outside the office, she enjoys golfing, spending time with her grandchildren, and partaking in the incredible array of watersports the coast has to offer.