Category: News

Jeff Jones Named to NAPFA National Board

Longview Financial Advisors is pleased to announce that Jeff Jones has been named to the National Association of Personal Financial Advisors (NAPFA) National Board.

NAPFA is the country’s leading professional organization of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve in a fiduciary manner. NAPFA has developed high standards in the field and each advisor signs and renews a Fiduciary Oath every year. The association provides support and education to practitioners all over the country and is governed by the NAPFA Board of Directors and four Region Boards.

Longview congratulates Jeff for his leadership in the Fee-Only industry.

Longview Welcomes Chad Odell

We are happy to introduce Chad Odell as the newest member of the Longview team. He is joining Longview’s Investment Management Team as an Investment Analyst. Chad will work closely with the team to conduct in-depth market research, develop investment recommendations, and implement client portfolios. He earned his Bachelor’s degree in Finance from the University of Alabama in Huntsville.

Chad is a U.S. Army veteran and enjoys spending time with his wife, Tyla, and their two boys, Noah and Isaiah. Chad is very involved at his church, and on the off chance he can find some free time, he enjoys getting out on the golf course.

Austin Bound

Jeff, Jessica, and JJ are headed to one of the South’s coolest cities, Austin, TX, where one of their most popular slogans is “Keep Austin Weird.” Austin is home to Austin City Limits, the SXSW Conference, the Texas State Capital, the University of Texas, and now the 2019 NAPFA Spring National Conference.

We are also proud to recognize Jessica Hovis Smith as the Chair for this year’s NAPFA Spring National Conference. Jessica and her team have prepared a fantastic educational line-up packed with over 70 hours of continuing education from which to choose. The conference will host over 400 people over the course of the week.

“Members of the National Association of Personal Financial Advisors (NAPFA) who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors. It’s all about putting you, the consumer, first. NAPFA-Registered Financial Advisors are fiduciaries – at all times – for their clients.

NAPFA insists that every NAPFA-Registered Financial Advisor meet the highest competency standards. All NAPFA-Registered Financial Advisors must:

  • Meet stiff credentialing and educational requirements
  • Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)
  • Meet the most rigorous continuing education requirements in the industry
  • Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring.”

NAPFA-Registered Financial Advisors are required to submit 60 hours of continuing education every two year. That’s twice the requirement of the 30 hours required by the CFP Board to serve as a CERTIFIED FINANCIA PLANNER™ Professional.

NAPFA’s two annual national conferences, along with their regional symposia, offer advisors opportunities to expand their knowledge, network with peers, and share stories and ideas about how to serve you better.

Read more about what’s different about a NAPFA-Registered Financial Advisor at NAPFA.org.

Andrew Gipner Named Leadership Greater Huntsville Connect 22 Chair

We are proud to announce that Andrew has been selected as Chair for Leadership Greater Huntsville’s upcoming Connect 22.

Longview has long been a supporter of Leadership Greater Huntsville. Jeff Cedarholm is a graduate of Leadership’s Focus program. Andrew Gipner is a graduate of Connect 17 and has continued to volunteer with Connect 18 through 21, serving as co-chair for class 21. Jeff Jones is a graduate of Connect 19 and continued to volunteer with Connect 20 and 21.

Andrew and the Connect 21 team.

Connect 21

Leadership is a nationwide program born out of the late 1960s. In 1987, the Chamber of Commerce Foundation of Huntsville/Madison County created Leadership 2000, whose purpose was to develop current and future leaders in the community. In the 1990s, a board of directors was established, and by the mid-1990s the first part-time director and dedicated staff was hired. Today, Leadership’s five unique programs are led by President and CEO Lyndsay Ferguson along with the support of five staff members. Their vision is clear:

An inclusive community of enlightened and engaged servant leaders.

Happy New Year 2019

Happy New Year!

As we begin a new year, we would like to thank you. Thank you for sharing your lives and your stories with us over the last year. Some of you celebrated – adding to your family, retiring, or moving to a new home. Some of you have mourned – losing loved ones, going through a divorce, or struggling with health issues. Thank you for allowing us to be a part of your lives. We value the opportunity to share these moments with you.

We’d also like to thank you for helping us hit big milestones in our company in 2018. We were able to exceed our growth goals to pull out our biggest year in the history of our company, and we increased our community partner financial support and donated more volunteer time in our communities than ever before.

Here are a few other highlights:

In January, Lauren Cooper completed the process to become an Investment Advisor Representative (IAR) at Longview.

In February, Longview received the Compass Award from the Community Foundation of Greater Huntsville “in recognition of your expertise and commitment to improving the quality of life in our community through philanthropy.”

March was an eventful month. Jeff Jones was asked to become a regular contributor to US News & World Report. Wes Johnson received the Certified Investment Management Analyst (CIMA®) designation. Debbie Wright celebrated her 10th year at Longview.

Not to be outdone, Jeff Cedarholm completed the Certified Investment Management Analyst (CIMA®) designation in April. We also attended Kids to Love’s Denim & Diamonds event in support of Davidson Farms home for girls.

In June, Jessica Smith was named on InvestmentNews’ 2018 40 Under 40 list and joined the Board of Directors at the Community Foundation of Greater Huntsville.

In July, Andrew Gipner was named as Leadership of Huntsville’s Connect Class 21 Co-Chair.

In August, we teamed up with Rocket City SGO to help them host their Back to School Bash, a fun back to school party for their scholarship winners.

September was an eventful month. We attended the ELM Foundation’s Little Miracles Luncheon, the Community Foundation’s Summit on Philanthropy, and the 1st Annual Rockin’ for Rett Huntsville Dinner hosted by Girl Power 2 Cure. Jessica dressed up like Spidey to go “Over the Edge” to fundraise for Kids to Love, repelling 160ft down the Regions building in downtown Huntsville.  Jeff Jones was named as Chair of the South Region of the National Association of Personal Financial Advisors.

In October, we hosted an open house at our Huntsville office. You helped us collect 145lbs of food for the North Alabama Food Pantry!

In November, we had a great turnout for our open house at our Gadsden office. We also enjoyed attending and sponsoring the HudsonAlpha Tie the Ribbons event.

In December, we celebrated together at our annual team holiday party.

In addition to the community partners mentioned before, we continued our annual support of the United Way of Etowah County.

Thank you for the pleasure to call you our friends. We look forward to serving you in 2019! Best wishes for a spectacular year!

Jessica Smith Named to Investment News’ 40 Under 40

InvestmentNews has recognized Jessica Hovis Smith as a 2018 40 Under 40 Honoree. Jessica was chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

“It is a true honor to be recognized by a well-respected publication like Investment News. I’m grateful for the opportunity to work with an amazing team at Longview Financial Advisors. For me, this award is recognition of the hard work our team puts into helping our clients, our industry and our community.”

InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.

“Winners were chosen based on their level of accomplishment, contribution to the financial advice industry and leadership,” explains Frederick P. Gabriel Jr., editor of InvestmentNews. “They are role models for other young individuals who are striving to make a difference.”

Jessica, along with the others making the 5th annual 40 under 40 list, is highlighted in the June 18th issue of InvestmentNews and online at investmentnews.com.

To learn more about Jessica Hovis Smith and the 2018 winners, please visit www.investmentnews.com/section/40-under-40/2018 and www.investmentnews.com/section/40-under-40/2018/profile/18/Jessica-Smith.

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Crain Communications, Inc.

Congrats Jeff Cedarholm – CIMA®

Congratulations to Longview’s Jeff Cedarholm who recently received the Certified Investment Management Analyst® (CIMA®) designation.

CIMA® is an advanced professional certification for investment consultants which places an emphasis on combining theory and practical application. CIMA® professionals have completed the Investments & Wealth Institute’s Certified Investment Management Analyst certification program, which includes topics such as Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurements. Recipients have passed the 4-hour Certification Exam, completed a background check, signed a compliance disclosure, and completed the CIMA® license agreement. It requires 40 hours of continuing education requirements every two years.

Congrats Wes Johnson – CIMA®

Congratulations to Longview’s Wes Johnson who recently received the Certified Investment Management Analyst (CIMA) designation.

CIMA is an advanced professional certification for investment consultants, which places an emphasis on combining theory and practical application. CIMA professionals have completed the Investments & Wealth Institute’s Certified Investment Management Analyst certification program, which includes topics such as Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurements. Recipients have passed the 4-hour Certification Exam, completed a background check, signed a compliance disclosure, and completed the CIMA license agreement. It requires 40 hours of continuing education requirements every two years.

This is a huge undertaking and accomplishment. We are so proud of you, Wes!

Update on Emma Gipner

As many of you already know, my daughter, Emma, was admitted to Huntsville Hospital a few weeks ago. After spending close to a week there, the recommendation was made for a transfer to Vanderbilt Children’s Hospital in Nashville so she could be under the care and observation of specialists and hopefully have a diagnosis determined.

With that said, I am happy to announce that on February 14th (19 days in the hospital!), we are back home. What a great Valentine’s Day it was for our family. 

Unfortunately, as of now, there is still no diagnosis. Numerous tests have been sent to the Mayo Clinic and we hope to have those results in the coming weeks. Until then, Emma, Kristin, and I will be making frequent trips to Nashville for follow up appointments and review of treatments we are doing at home.

We are so appreciative of the calls, messages, cards, thoughts, and prayers from so many of you. This has been such a scary time for me and Kristin, but the love and support given to Emma during this time brings us so much comfort and happiness. Thank you!

To wrap it all up, below is a picture of Emma right before we left to come home. Her smile is very contagious and I hope it brightens your day!

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