W. Kelly Long

After having a fulfilling career with GE Aircraft Engines, Kelly had a desire to help others. In September 2001, he joined Edward Jones Investments to launch his mission in achieving the role as a Financial Advisor. Of course, Kelly’s ambition to always improve, becoming an Independent Financial Advisor was his next aspiration. This led him to LPL Financial as his broker-dealer in 2008, and the launch of W. Kelly Long Investment Services.

Kelly received his Associate of Applied Science from Cape Fear Community College in 1989, and his Bachelor of Science from the University of North Carolina at Charlotte in 1992. He earned the honor of holding the Accredited Asset Management Specialist Advisor (AAMS®) certification in 2006 and the Accredited Wealth Management Advisor (AWMA®) certification in 2011. Kelly has the Series 7, Series 63, and Series 66 registrations, as well as the Series 24 with LPL Financial which qualified him as a General Securities Principal to supervise and manage his other advisors within his branch.

Growing up on a tobacco farm in Eastern North Carolina nurtured Kelly to develop a diligent outlook, and a deep bond for his community and family. He spends as much time as possible with his teenage daughter, Abigail, actively participates in his community, and has overwhelming appreciation for classic cars and trucks.

Celebrating over 20 years as a Financial Advisor, building a relationship of trust with you, the client, is Kelly's main priority.