Trey Long CFP®

Trey earned his Finance degree from Florida State University and is originally from Parkland, Florida. Prior to joining Royal Palm Financial, Trey served as a CERTIFIED FINANCIAL PLANNER® on multiple Fidelity Investments Wealth Management teams, where he helped oversee more than $1 billion in client assets.

Trey specializes in building customized financial plans for pre retirees and retirees, with a focus on clarity, confidence, and long term decision making. His approach blends thoughtful strategy with practical guidance, helping clients feel informed, supported, and secure at every stage of their financial journey.

He maintains his Series 7, 63, and 65 registrations, along with his annuity insurance license and CFP® certification.