Long, Sparma, Long & Rippelmeyer

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Meet Our Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Michael Long, Sr.

Michael Long, Sr.

Analyst-Investments

941.486.3903
Blase Sparma

Blase Sparma

Senior Financial Advisor

941.486.3915
Stephen Long, Jr.

Stephen Long, Jr.

Wealth Management Advisor

941.486.3937
Brad  Rippelmeyer

Brad Rippelmeyer

Senior Financial Advisor

941.486.3930
Hampton Ballard

Hampton Ballard

Financial Advisor

941.486.3933
Sam  Osborne

Sam Osborne

Financial Advisor

941.484.2644
Linnea Lusk

Linnea Lusk

Client Associate

941.486.3917
Vonda Nicol

Vonda Nicol

Client Associate

941.486.3916
Kristen Hurley

Kristen Hurley

Registered Senior Client Associate

941.486.3936

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Your Wealth Management Team

Welcome, and thank you for taking time to visit our site.  Our primary objective is to become a lifetime resource and essential advisor to those who have entrusted us with their financial well-being. To that end, we have structured our multi-generational team to help ensure continuity of services for clients and their families, which has earned us the privilege of serving successive generations.  We recognize that our principal responsibility to clients is to help them build solid foundations on which to make financial decisions with intelligence and confidence.

Customized Strategy
By building a basis of trust and taking a holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives, including:
  • Customized discretionary investment management
  • Retirement planning and cash flow analysis
  • Trust and estate planning services
  • Business transition planning
  • Wealth preservation and insurance planning
  • Philanthropy and charitable giving
  • Tax minimization strategies in consultation with family tax professionals and attorneys
  • Design and refinement of company sponsored retirement/401(k) plans
  • Tailored credit and custom lending through Bank of America, N.A.
  • Corporate cash management and bill payment
Customized Strategy
By building a basis of trust and taking a holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives, including:
  • Customized discretionary investment management
  • Retirement planning and cash flow analysis
  • Trust and estate planning services
  • Business transition planning
  • Wealth preservation and insurance planning
  • Philanthropy and charitable giving
  • Tax minimization strategies in consultation with family tax professionals and attorneys
  • Design and refinement of company sponsored retirement/401(k) plans
  • Tailored credit and custom lending through Bank of America, N.A.
  • Corporate cash management and bill payment
Wealth Structuring Trust and Insurance Specialists
Utilizing the knowledge and experience of our trust and insurance specialists, we assist clients and their professional advisors in the development of customized estate structuring strategies. Our work with families frequently involves multi-generational trust planning, philanthropic wealth management planning, and fiduciary consulting services which U.S. Trust specialists are able to address.

We have extensive experience providing sophisticated strategies for large families, executives, business owners and their professional advisors in the following areas:

• Wealth Preservation and Transfer – including uses of insurance funding in estate plans and charitable gifting
• Business Plan Funding – including buy sell arrangements, business succession planning, and executive benefits and compensation arrangements
Wealth Structuring Trust and Insurance Specialists
Utilizing the knowledge and experience of our trust and insurance specialists, we assist clients and their professional advisors in the development of customized estate structuring strategies. Our work with families frequently involves multi-generational trust planning, philanthropic wealth management planning, and fiduciary consulting services which U.S. Trust specialists are able to address.

We have extensive experience providing sophisticated strategies for large families, executives, business owners and their professional advisors in the following areas:

• Wealth Preservation and Transfer – including uses of insurance funding in estate plans and charitable gifting
• Business Plan Funding – including buy sell arrangements, business succession planning, and executive benefits and compensation arrangements

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.