Christopher Longly
My job is to help investors make the very best decisions with their wealth today, tomorrow, and beyond. For more than 100 years, Merrill has been a world leader in managing the wealth of investors and it is an honor to represent the firm. Clients entrust me with managing their investments and helping them achieve their financial goals. Earning the trust of my clients goes well beyond benchmarks and rates of return. I feel that client's know and understand my commitment to their success by the time and attention given to examining and understanding the challenges they face today and their goals for the future.
While I am honored to advise a wide range of investors with different needs and goals, an area of focus is advising physicians and their families. As the husband of a Kansas City physician, I am uniquely familiar with the challenges and opportunities physicians face in their personal and professional lives which allows me to be a valuable resource in their overall wealth management.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
