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.

Longview Welcomes Jeff Jones

We are happy to introduce Jeff Jones as the newest member of the Longview team. Prior to joining the financial services profession, Jeff spent 12 years supporting the Department of Defense and NASA after receiving his undergraduate degree in Information Systems from UAH. In 2012, Jeff received his Master’s degree in Financial Planning from the University of Alabama and is currently studying for the CFP® exam.

A native of North Alabama, Jeff and his family now call Huntsville home. He and his wife, Jamie, are proud parents to Taylor (11), Grayson (6), and Ayda (1). Jeff has long been involved with the United Way serving the Huntsville community through the Creating Assets, Savings, and Hope (CASH) program. He spends time coaching his sons’ baseball and soccer teams, watching college football and Atlanta Braves baseball, playing softball, and honing his pumpkin carving skills.

Jones Family Pic

 Jeff, his wife Jamie, and children – Taylor, Grayson, and Ayda