Long Wealth Advisory Group - Stifel

Long Wealth Advisory Group - Stifel Focusing on your family and business wealth management needs. Daniel Long, Senior Vice President/Investments, Branch Manager. Stifel Financial Corp.

The Long Wealth Advisory Group combines more than a century of financial services experience working with successful families, individuals, and businesses in the Sarasota Coastal Area. We leverage our long-standing track record and multigenerational insights to provide tailored guidance based on your unique needs.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve t

he right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Please join us in welcoming James Pass to the Long Wealth Advisory Group. We are excited to have James on board and look...
07/17/2026

Please join us in welcoming James Pass to the Long Wealth Advisory Group.

We are excited to have James on board and look forward to the expertise, dedication, and commitment he will bring as we continue providing exceptional service to our clients.

It was a pleasure to attend the Stifel Edge Conference, hosted by Stifel’s Structured & Alternative Solutions team.A hig...
04/29/2026

It was a pleasure to attend the Stifel Edge Conference, hosted by Stifel’s Structured & Alternative Solutions team.

A highlight was the keynote conversation with Stephen A. Schwarzman, Chairman, CEO, and Co-Founder of Blackstone. The agenda also featured panels with industry leaders including KKR, Goldman Sachs, JP Morgan, BNP Paribas, Neuberger Berman, Blue Owl, and Partners Group, covering private credit, real assets, structured investments, and the evolution of alternatives.

Events like this help our team stay at the forefront of investment thinking so we can continue delivering thoughtful guidance to the clients we serve.

We are honored to have Dan named to Forbes’ 2026 Best-in-State Wealth Advisors list. Congratulations to all of our colle...
04/23/2026

We are honored to have Dan named to Forbes’ 2026 Best-in-State Wealth Advisors list. Congratulations to all of our colleagues who were also recognized!

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.com/newsletters/adgraphics/disclosures/awards-disclosures.pdf

10/22/2025

Investor trust remains strong, and the data backs it up. Today, SIFMA released its 2025 Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) study, conducted independently by KPMG US and unveiled at the Meeting.

Key insights from 2,000+ surveyed investors:
• 80% are satisfied with the financial services industry
• Generational divides reveal evolving expectations
• Firms that combine trusted advice with modern digital experiences are best positioned to earn long-term loyalty

As we look ahead, Stifel is proud to help lead the conversation, especially with our Chairman & CEO Ron Kruszewski serving as SIFMA’s 2026 Board Chair.

Read the full study: https://bit.ly/3JhzIZF
Read the press release: https://bit.ly/47h6Top

09/11/2025
03/12/2025

Ron Kruszewski, Stifel Financial chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent market volatility, state of the financials sector, and more.

03/10/2025
Election Day is tomorrow - After a summer of unexpected twists and turns, the race for the White House nears the finish ...
11/04/2024

Election Day is tomorrow - After a summer of unexpected twists and turns, the race for the White House nears the finish line. In a special episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner gives co-host Neil Shapiro his final election call and examines potential sector winners and losers and policy priorities with business and market implications.

After a summer of unexpected twists and turns, the race for the White House nears the finish line. In a special episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner gives co-host Neil Shapiro his final election call and examines potential sector winners and losers....

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2 North Tamiami Trail, Suite 700
Sarasota, FL
34236

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