Kelly Long, CFP®, CTFA®
Kelly is a Senior Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibilities are managing client relationships and working with portfolio managers to provide comprehensive financial service through financial planning. Her responsibilities also include investment support, portfolio maintenance and review, and acting as a liaison between clients and their custodians, accountants, and tax advisors.
Kelly is a member of the 1919 Investment Counsel Financial Planning Committee.
Kelly has over 26 years of experience in the financial services industry. Prior to joining Scudder Private Investment Counsel (a predecessor firm), Kelly worked at Salomon Smith Barney, as a Registered Sales Associate, working with retail brokerage clients.
Kelly holds a B.S. in Business Management from West Chester University and is a Certified Financial Planner® professional. Kelly is also a Certified Trust and Financial Advisor®.
In her free time, Kelly enjoys skiing, snowboarding, fishing, volunteering at her local animal shelter, and traveling.