John Long is a seasoned professional and advisor in the financial services industry. As Senior Vice President of EPIC Wealth Management, LLC, he has an extensive track record of financial success with business and individuals. His commitment goes beyond building wealth potential, to the needs far too many advisors miss. From young families to high net worth individuals, and corporate clients in every industry, diverse clients brought together with a holistic approach that simplifies complex financial matters, prioritizes macroeconomic planning, and builds relationships with honesty and trust.
Planning and consultation is designed to remove the negative impacts upon their lives and replacing them with help, education and plans that enhance their understanding and can foster financial confidence. In this way, wealth accumulation becomes the by-product of putting happiness and overall well-being first.
John transitioned into the Financial planning industry in 2003 and spent 7 years at AXA Advisors learning investments and assets under management, 2 years of which he was Vice President. He then spent 5 years at Penn Mutual, 3 years being Vice President eventually shifting into a Advisor Planner and Trainer in 2014. John hired, trained, and developed several top producers over the last 8 years.
With John’s experience brought him multiple accolades from being recognized by MDRT for 9 years straight as well as leadership awards.
John graduated from Rider University in 1995 with a degree in Accounting and Marketing and currently resides in Lincroft, NJ with his 2 dogs.