Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

Navigating Shell Disability Insurance Coverage During Open Enrollment

Every fall, we hear the same concerns from Shell employees about their annual open enrollment period – with so many election options to choose from, how can you know if you’ve chosen the right...
October 14, 2025

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016