Long & Associates Team Photo
Long & Associates
Merrill Lynch Wealth Management
250 Monroe Avenue NW
Floor 06
Grand Rapids, MI 49503
(616) 774.4220
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Our team is comprised of talented and experienced financial advisors who are committed to building strong relationships with you based on trust and one-on-one collaboration.
Long & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Timothy Long
Managing Director, Wealth Management Advisor
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Long & Associates Team Photo
Long & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Welcome

Our team caters to two core groups, a dual focus that inherently enhances our service model to both. In working with institutional clients, we consult to some of the best financial minds in the industry, spurring us to maintain our edge in investment research, portfolio allocation, and tax policy. In working with affluent individuals and families, we engage with a network of successful clients whose wealth management concerns are personal in nature but institutional in scale. By addressing the financial needs of both of these core constituencies, we amplify our skill and effectiveness in helping institutional and individual clients alike. We are passionate about doing things the right way. As a result, we hope that we provide clients with the confidence to focus on and fulfill their mission.

Meet Our Team
Timothy Long,

CIMA®

Managing Director, Wealth Management Advisor
616.774.4220
Kurt T. Hazlewood,

CRPC™

Senior Investment Associate
616.774.4213
Martin C Brown
Managing Director, Senior Consultant
616.774.4222
David C Whitford,

CFP®,CIMA®

Senior Vice President, Senior Investment Manager
616.774.4240
Jessica Heyt DeJager,

CRPC™

Assistant Vice President, Relationship Manager
616.774.4276
Tamara A Unger
Registered Senior Wealth Management Client Associate
616.774.4226
Robert Kyle Clements,

CRPC™

Assistant Vice President, Relationship Manager
616.242.8314
Tracy Cifuentes
Wealth Management Client Associate
616.774.4214
Tyler J. DeMoss
Wealth Management Client Associate
616.242.8315
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wale Adebayo
Investment Solutions Group Portfolio Strategist
Casey L Glisson
Wealth Management Lending Officer
NMLS #1077099
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.