Stacy L. Long, CFP®, AIF®, AEP®

Stacy L. Long began her career in the financial service industry in 1996. She earned her CERTIFIED FINANCIAL PLANNER™ Professional mark, a certification awarded by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.  Stacy earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. The AEP® designation was awarded to Stacy by the National Association of Estate Planners & Councils.  She is a graduate of Old Dominion University where she earned her BA in Finance with a minor in Accounting and Sociology.  

Stacy specializes in retirement income and financial planning strategies.  She enjoys creating long-term plans for clients seeing them through their retirement years.  Her investment philosophy seeks to help clients grow and preserve their wealth, regardless of market conditions.  Stacy takes pride in the fact that many of her clients have been with her since the beginning of her career and remain clients today-a testament to the lifetime partnership she has created with them. 

Some of her accomplishments includes, graduate of Hampton Roads Chamber of Commerce LEAD Hampton Roads, awarded Top Forty Under 40 by Inside Business — The Hampton Roads Business Journal for both her professional and non-profit accomplishments.  

Stacy is very active in her local charity efforts and has served on several non-profit boards. She is also an active member of various professional organizations, including serving as Past President of the Hampton Roads Estate Planning Council.  Stacy is a native to the Hampton Roads area and currently resides in the Chesapeake-Hickory area with her husband Chris and two children, Michael and Austin.

*Top 40 Under 40 by Inside Business: Recognizes local, young professionals. The editors of Inside Business judged the candidates on their contributions to their company, impact to the business world, and their community service. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any accounts.