“I believe carefully listening and understanding my clients’ needs and current situation is paramount to helping them make informed decisions.”
Braedon joined Carroll Financial Associates, Inc. in June 2008. A Charlotte native, Braedon is a Certified Financial Planner™ practitioner and holds a Bachelor of Science in Business Management concentrating in Finance from North Carolina State University.
Braedon works closely with his clients to understand their goals and implement efficient strategies to help achieve them. His clients are primarily in the midst of their working careers and are concentrated on long-term savings for retirement, college savings and protecting their families in the event of an unforeseen circumstance.
Braedon’s approach to client relationships is centered on trust, respect and personal accountability.
Braedon Long's Approach
I believe carefully listening and understanding my clients' needs and current situation is paramount to helping them make informed decisions.- Braedon Long
Creating value for my clients is my number one objective. The goal is simply to offer common sense solutions to achieve realistic client expectations. My commitment to each and every client is to build lasting, meaningful relationships based on trust, integrity and superior client service.