Phyllis F Long, CFP®
Financial Advisor, Vice President
Phone:
(860) 313-7122(860) 313-7122
Phyllis F Long, CFP®
Financial Advisor,
Vice President, Wealth Management
Direct:
(860) 313-7122(860) 313-7122
Toll-Free:
(800) 243-3154(800) 243-3154
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
There are two parts to investing: the numbers and the emotions. As your Financial Advisor, I will make sure that you understand both parts in order to make informed decisions that are in your own best interest.
In order to understand the numbers, we will complete a thorough interview process where I will be able to understand your current financial situation and gain more insight into where you want to be in the future. From there, we will be able to develop a comprehensive plan that takes into account various aspects of your financial life.
In order to control the emotions that come with financial matters, I have the ability to take discretion over the investments in my care, which means that you will not have to make the day-to-day buy and sell decisions over individual investments. This way, you can have confidence knowing that someone you know is working on your behalf to potentially provide for your financial future.
In order to understand the numbers, we will complete a thorough interview process where I will be able to understand your current financial situation and gain more insight into where you want to be in the future. From there, we will be able to develop a comprehensive plan that takes into account various aspects of your financial life.
In order to control the emotions that come with financial matters, I have the ability to take discretion over the investments in my care, which means that you will not have to make the day-to-day buy and sell decisions over individual investments. This way, you can have confidence knowing that someone you know is working on your behalf to potentially provide for your financial future.
Securities Agent: VA, GA, WA, PA, MO, RI, NV, IN, CT, CA, AK, NC, MI, HI, WV, NY, ME, MD, CO, MA, NJ, IL, FL, AZ, UT, TX, SC, NH, LA, KY, OH, VT, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 175811
CA Insurance License #: 0L93263
NMLS#: 175811
CA Insurance License #: 0L93263
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Roadmap for Women
Charities and Associations
While serving the members of her community as a Financial Advisor is her occupation, serving her community through volunteerism and involvement is her passion. Phyllis regularly donates her time to causes that she believes has a large impact on the people of her community, whether it is providing access to boating for people of all ages, or ensuring that a family in need has a meal to eat.
Hope 4 Life Food Pantry
The Hope 4 Life Food Pantry provides food for those who are food insecure while providing education, support and facilitation services to identify and address the root causes of hunger. By working with a network of charities and service organizations in the area, the Food Pantry aims to combat food insecurity through the power of community until those that they serve are able to realize their full potential.
Pleasant Bay Community Boating
Believing that the privilege of boating shouldn’t be reserved for the privileged, Pleasant Bay Community Boating is a community center that offers boating, marine education, and environmental stewardship opportunities to all members of the surrounding communities regardless of financial, physical, developmental or cognitive ability. From Kayak Tours to Experienced Recreational Sailing to Monthly Speakers Series, there is a program for everyone that has resulted in over 16,000 lessons taught to thousands of students of all ages, many of whom have become instructors and volunteers themselves.
Certifications and Licenses
Certified Financial Planner™
Certified Financial Planner™ is a formal license that recognizes knowledge in the areas of financial planning, taxes, insurance, estate planning strategies, and retirement. CFP® professionals are held to an ethical standard. Financial Planning is a dynamic process and as such your goals, lifestyle, and circumstances are ever-changing and you should feel confident that as a CFP® I am committed to providing the highest level of financial planning.
Senior Portfolio Manager
Portfolio Managers work closely with their clients to understand their goals while maintaining the focus and control necessary to guide your portfolio in the most challenging market cycles. A disciplined process underpins the program and helps to develop a long-term perspective about building and managing wealth.
Insurance License #175811
A sound wealth plan involves more than just seeking returns. It also involves mitigating and managing risk, helping to cushion you when the unexpected occurs. My experience and knowledge of insurance products can help you in planning to protect your assets and pass on more to your family.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Spending and Budgeting Tool
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewLocation
433 South Main St.
Suite 100
West Hartford, CT 06110
US
Direct:
(860) 313-7122(860) 313-7122
Toll-Free:
(800) 243-3154(800) 243-3154
Fax:
(860) 313-7272(860) 313-7272
Meet My Team
About Phyllis F Long
Phyllis F. Long’s career in financial services began after she graduated from The University of Texas at Austin with a degree in Risk Management and Insurance. She brought the skills and insight gained from her experience working as an Insurance Underwriter at the Hartford into her current role as a Financial Advisor at Morgan Stanley, a position she has held since leaving The Hartford.
As a Certified Financial Planner and Senior Portfolio Manager, Phyllis’s responsibility is to create financial plans that take into account various aspects of her clients’ financial lives. Her background as an underwriter combined with her experience as a Financial Advisor give her a broad understanding of how to balance risk and return in order to help reach client goals. By first articulating the personal and financial objectives of her clients, she is then able to work with them to create an asset allocation for their financial assets that is appropriate with what they are trying to achieve. Her comprehensive approach to overall wealth management includes the review of life insurance and annuities, as well as savings and spending plans.
Outside of work, Phyllis enjoys sailing, donating her time to the Hope 4 Life Food Pantry, and spending time with her family in Simsbury, where she lives with her husband, Jim.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
As a Certified Financial Planner and Senior Portfolio Manager, Phyllis’s responsibility is to create financial plans that take into account various aspects of her clients’ financial lives. Her background as an underwriter combined with her experience as a Financial Advisor give her a broad understanding of how to balance risk and return in order to help reach client goals. By first articulating the personal and financial objectives of her clients, she is then able to work with them to create an asset allocation for their financial assets that is appropriate with what they are trying to achieve. Her comprehensive approach to overall wealth management includes the review of life insurance and annuities, as well as savings and spending plans.
Outside of work, Phyllis enjoys sailing, donating her time to the Hope 4 Life Food Pantry, and spending time with her family in Simsbury, where she lives with her husband, Jim.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: VA, GA, WA, PA, MO, RI, NV, IN, CT, CA, AK, NC, MI, HI, WV, NY, ME, MD, CO, MA, NJ, IL, FL, AZ, UT, TX, SC, NH, LA, KY, OH, VT, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
Wealth Management
Global Investment Office
Portfolio Insights
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Phyllis F Long today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and 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.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
