Jessica Smith
President

Jessica is Longview’s President. She particularly enjoys strategizing with clients to create a philanthropic plan focused on creating impact.

Since entering the profession, she has been very engaged with the National Association of Personal Financial Advisors (NAPFA), serving as a past south region board member, sitting on several committees, including a committee to choose the organization’s current CEO, and chairing the 2019 national conference.

In 2018, Jessica was recognized by InvestmentNews as a 40 Under 40 honoree for her leadership and contribution to the financial planning industry.

Outside of the office, Jessica loves spending time with her family and friends, reading, and enjoying the outdoors.

  • Education
  • Bachelor of Science – Human Environmental Science with emphasis in Financial Planning – University of Alabama
  • Credentials & Professional Affiliations:
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Private Wealth Advisor® (CPWA®)
  • NAPFA Registered Financial Advisor (NRFA)
  • Investments and Wealth Institute® (IWI) Member
  • Community Involvement
  • Community Foundation of Greater Huntsville, Board Member
  • Philanthropic Advisors Network
  • Fund Development Committee
  • Women’s Endowment
  • HudsonAlpha Institute for Biotechnology Professional Advisory Committee
  • Financial and Estate Planning Council of Huntsville (former board of directors)
  • Rocket City Scholarship Granting Organization (Board of Directors)

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