Marjorie Long
Client Service Associate
As a Client Service Associate on Wealthspire’s Palm Beach Gardens team, Marjorie supports clients and their advisors with account openings, money movement, record maintenance, and other day-to-day service needs. She focuses on understanding each family’s preferences and priorities and helping make financial processes feel more manageable through responsive, coordinated service. Marjorie joined wealth management after graduating from Lafayette College, where her liberal arts education developed the adaptability, critical thinking, and organizational skills she brings to her role today. She has developed experience in new client onboarding, asset transfers, trust accounts, and accounts related to private investments. She particularly enjoys breaking down complex requests into clear, manageable steps and helping clients feel confident that the details are being handled.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
