News

News

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

Posted on June 18, 2018 0
News

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

Posted on April 24, 2018 0
News

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

Posted on March 12, 2018 0
News

Jeff Jones Named as Regular Contributor to U.S. News & World Report

Congratulations to Longview’s Jeff Jones who has been selected as a regular contributor to the U.S. News & World Report. He will contribute monthly articles to U.S. News’ The Smarter Investor section, which focuses on giving “real-life investing advice from experts.”

Posted on March 5, 2018 0
News

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

Posted on February 15, 2018 0
News

Longview Receives 2017 Compass Award

On Wednesday, February 7th, Longview received a 2017 Compass Award from the Community Foundation of Greater Huntsville. The award is given “in recognition of your expertise and commitment to improving the quality of life in our community through philanthropy.” We are proud to partner with the Community Foundation to help make a difference in our communities.

Posted on February 9, 2018 0
News

Congratulations to Lauren Cooper – Investment Advisor Representative

We are proud to announce that Lauren Cooper, CFP®, has completed the process to become an Investment Advisor Representative (IAR) at Longview. By completing this process, Lauren becomes a lead financial planner at Longview, offering comprehensive financial planning to clients and specializing in working with clients interested in Medicare and Social Security planning. Please join us in congratulating Lauren on her accomplishment!

An Investment Advisor Representative is registered with their state’s securities regulator. An IAR has completed the testing and

Posted on February 8, 2018 0
News

Wow! What an Amazing 2017

For many people, December is a time to look back. A time to reflect on the past year’s successes and failures. Some take a moment to mourn another year gone. Others celebrate another year given. Thanks to the United States Congress and the President, much of our December was spent on tax planning! So, we’ll count January as the next best time to reflect. Here are just a few of 2017’s highlights:

  • In January, Longview welcomed Lauren
Posted on January 24, 2018 0

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