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660 OAK HARBOR BLVDSLIDELL,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Sr Resident Dir - Wealth Mgmt
First Vice President - Investments
The Longo Group is a team of diversely talented individuals who provide a high level of advice and service. Whether you’re approaching retirement, already retired, a small business owner, or a widow we will provide advice with the aim of growing and preserving your assets. Our mission is to build relationships that go beyond the portfolio by meeting with clients regularly to review their overall financial picture. Our genuine concern for families, empathetic approach, and disciplined investment strategies are the skills that we use to create a helpful environment.Using strategic asset allocation, we work to provide efficient portfolios designed to meet your investment needs. We assess risk tolerance on a client-to-client basis. As professionals dedicated to your growth, we take your unique concerns into account to deliver a plan specific to your needs. We can address a range of financial concerns: retirement questions, estate planning worries (we will work with your CPA and attorney), income strategies, and the eventual passing of assets; financial anxieties that come with owning a business like liability concerns, liquidity needs, and risk; planning and preparation for all aspects of family life as well as the unthinkable questions that arise with the loss of a loved one. Let us help you prepare for your future.
Ted Longo, CFP®(CERTIFIED FINANCIAL PLANNER™ Professional), ChFC® (Chartered Financial Consultant®), and CIMA® (Certified Investment Management Analyst®), Ted has been with Merrill Lynch and a Financial Advisor since 1986. He believes his designations give him a professional advantage, and have given him a better understanding of all facets of the financial service industry. Ted helps clients reach financial goals because he focuses on determining the needs of clients and employs a disciplined approach toward planning, investment, and money management. Ted and his wife Amy live in Diamondhead, MS. He is a member of the Eagle Scout association and serves on the Board of Directors for the Diocese of Biloxi Catholic Foundation. Ted was the State Chairman for USA (Drug Free) Powerlifting and currently maintains an active involvement in the organization. Steve Longo, Investment Associate has been with the team since 2000. He uses his analytical skills and business experience to assist clients with their investment goals. In addition, he works with small business owners to develop an appropriate retirement plan strategy. He holds an active CPA license and strives to stay abreast of current topics by taking continuing education, although he does not provide tax advice in his role with Merrill Lynch. He is a member of the Mississippi Society of CPAs. An Accounting graduate of the Mississippi College School of Business, the former Choctaw enjoys running, local theatre, and learning to play the piano. Chris Collins, CFP® CRPS® Investment Associate has been with the team since 2004. Chris’ primary focus is client's portfolios and the ongoing assessment of progress toward clients’ goals. He works with Bank of America's lending team focusing on home financing, lines of credit, and business financing. He is a graduate of LSU with a Bachelor’s degree in Finance. Chris lives in Covington, LA with his wife Kim and their son Carter. In his spare time he enjoys spending time with his family and golfing. Ursula Penton, Client Associate has been with The Longo Group since 1996. She is the friendly and accommodating first point of contact. Because Ursula has been widowed for 21 years, she can empathize with clients facing similar situations. Meticulous by nature, Ursula works hard to ensure she does everything right the first time. Ursula lives in Waveland, MS. She enjoys gardening. A charitable person and active member of her church, Ursula never misses a chance to attend a walk for The American Heart Association or one that benefits those with cancer. Most weekends, you can find her spending time with her two sons and granddaughter. Amy Longo, Client Associate with a background in mental health. Amy knows that empathy and understanding are crucial for building long lasting relationships with clients. She has been with The Longo Group since 1997. Amy works on many of the non-investment issues for clients including scheduling. She earned a master’s degree in Counseling Psychology from the University of Southern Mississippi and an undergrad from LSU. Her passions include gardening and photography. Stephanie Fish, Client Associate is responsible for technical aspects of the Longo Group. She develops and implements new marketing initiatives for the team; she also sets up all the team’s events and seminars. Stephanie has been with the Merrill Lynch since 2006. Her creative approach helps the team handle tough situations in new ways. She keeps our group up to date on the frequently changing world of annuities and 401Ks. Stephanie has a passion for the arts; she loves to paint and create new works of art. She graduated from the University of Southern Mississippi. Her adventurous nature has taken her on several trips to various places. Stephanie also enjoys swimming, sky diving, surfing and white water rafting. As an active member of the community, she volunteers with Habitat for Humanity and participates in the annual Tour De Cure, which benefits those diagnosed with Diabetes.Marcy Morreale, Client Associate, joined the Merrill Lynch, Longo Group in 2015. She has worked in the property and casualty insurance industry for over 30 years. Marcy truly understands the importance of customer service and is devoted to taking care of our clients. She lives in Bay St Louis with her husband of 30 years and is the mother of three sons. Marcy loves the beach and being outdoors.First Disclosure: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Second Disclosure: Chartered Financial Consultant® and the ChFC® mark are the property of The American College, which reserves the sole rights to its use, and is used by permission. Third Disclosure: Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. Fourth Disclosure: Chartered Retirement Plans SpecialistSM and CRPS® are registered service marks of the College for Financial Planning. Fifth Disclosure: Asset Allocation does not ensure a profit or protect against loss in declining markets.
Theodore Longo is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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