Congratulations to Jeff Jones!

Congratulation to Longview’s own Jeff Jones for completing his pursuit of the CFP Board’s certification marks.

Jeff has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, please visit their website.

Introducing Jase Braxton Johnson!

We are happy to announce the birth of Jase Braxton Johnson to Wes and Lori. Jase was born on March 9th at 2:14 PM, weighing 8 pounds 5 ounces. Jase’s brothers Josiah and Jaxon love having another brother around. Congratulations, Wes and Lori!

Family Pic (2) (1024x681)Wes, Jaxon, new addition Jase, Josiah, and Lori

 

Happy Holidays from Longview!

From our families to yours, we at Longview want to wish you a safe and happy holiday season.

The Longview offices will be closed on the following days as we allow time off for our team members to spend time with their families:

  • Wednesday, December 24th
  • Thursday, December 25th
  • Monday, January 1st

Wishing you a prosperous and happy New Year in 2015!

Sincerely,

Your Longview Team

Longview Welcomes Whitney Rhyne!

We are happy to introduce Whitney Rhyne as the newest member of the Longview team. Prior to choosing the financial services profession, Whitney received her Bachelor’s degree in Human Development and Family Studies in 2013 from the University of Alabama. Whitney graduated in August 2014 with her Master’s degree in Financial Planning from the University of Alabama and will soon begin studying for the CFP Board exam.

A native of Huntsville, Whitney is excited to be back in the community that she loves. She is an active member of Mount Zion Baptist Church. Whitney enjoys traveling with her family, spending time with friends, watching college football, and doing anything active and outdoors.

WhitneyFamilyWhitney (far right), her parents Robert and Shannon, and siblings Jared and Allison. 

 

Form ADV and Privacy Policy

Each year, Longview reviews and updates its privacy policy and SEC disclosure form (Form ADV) to ensure we are continuing to meet the appropriate regulatory policies and procedures. The privacy policy information has not changed from the previous year and the only material change to our Form ADV is the addition of two new employees, Jeff Jones and Joseph Bedingfield, and the removal of Mitch Marsden, who has moved back to Utah to be close to family. 

Both forms can be accessed online or you may request a paper copy from us at any time.  We have included a physical copy of our privacy policy in this mailing.