Carrie Long, CWP, FPQP®

Registered Client Associate

Friendly, knowledgeable and patient. Carrie helps clients simplify the complexities of the financial world with a caring and positive attitude. Carrie began her career with D.A. Davidson & Co. in 2008. She has an enduring passion for people, a strong background in customer service and over 13 years of industry experience. As a Financial Paraplanner Qualified Professional™ and Comprehensive Wealth Planner with multiple securities licenses, Carrie adds an important dimension to our team’s portfolio of services. Originally from Utah, she has made Montana her home for the last 17 years, most recently relocating to our beautiful Bitterroot Valley. She holds a Bachelor of Arts degree in Business Management from the University of Utah and has two great kids-Cayley and Kaeson.

Phone (406) 363-0266 x4031