Our January letter to clients is always a look back at the previous year. We share the many fantastic things that our team and our clients have done. We take time to celebrate the wins of the previous twelve months and use it as momentum toward the next twelve. We cannot think of another year in the history of our firm where this process has been any more important. 2020 was trying. It challenged us all as individuals, families, employers,
Congratulations to Longview’s Chad Odell who recently passed the Series 65 exam!
Designed by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), the Series 65 is an exam and securities license required for individuals to act as investment advisers in the US. The Series 65 exam, known formally as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics, and various topics important to the role of a financial adviser.
Congratulations to Longview’s Chad Odell 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
Longview Financial Advisors, Inc., a financial planning and wealth management firm, is pleased to announce the appointment of Jessica Hovis Smith as the firm’s next President. Jessica takes over the President’s role from Jeff Cedarholm. Jeff will remain active on the investment team and will serve as the firm’s Chief Investment Officer.
Longview Financial Advisors is pleased to announce that Jeff Jones has been named as the National Association of Personal Financial Advisors (NAPFA) Treasurer. Jeff was named to the National Board in 2019 and will now serve as the organization’s Treasurer for the upcoming year.
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
Longview Financial Advisors is pleased to announce that Andrew Gipner has been named to the Board of Directors of Leadership Greater Huntsville. Andrew has been an active volunteer within the organization for the past five years and recently served as the Program Chair for Connect Class 22.
With their mission being to identify, educate, inspire, and connect leaders to build a better community, Leadership Huntsville provides access to community leaders and organizations while discussing topics as they relate to the
We are happy to announce the birth of William Shea Gipner (better known as Liam) to Andrew and Kristin Gipner. Liam was born on Wednesday, July 15th, weighing 7 pounds 3 ounces and measuring 18.5 inches long. Mom, Dad, and big sister Emmie are so happy that he is here! Congratulations, Andrew and Kristin!
We are happy to announce the birth of Sophia Grace Odell to Chad and Tyla Odell. Sophia Grace was born on Thursday, April 16th, weighing 5 pounds 1 ounce and measuring 17 inches long. Dad and Mom could not be more excited to welcome their daughter into the world. Congratulations Chad and Tyla!