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Wes Johnson Named as Longview’s New Chief Investment Office (CIO)

Press Release
July 2021
For Immediate Release

Longview Financial Advisors Selects New Chief Investment Officer

Longview Financial Advisors, Inc. is pleased to announce the appointment of Charles Wesley Johnson as its next Chief Investment Officer. Wes will take over the Chief Investment Officer role from Jeff Cedarholm on July 1, 2021.

Cedarholm, who is semi-retiring at year’s end, is excited about this transition.  “It’s hard to believe, but I met Wes Johnson at least 20 years ago, and at our




Posted on June 25, 2021 0
blog, Charitable Planning, News

(Video) When Cash Isn’t King – Using QCDs and Donating Appreciated Assets

Jessica Hovis Smith, Chartered Advisor in Philanthropy (CAP), shares some tips about using Qualified Charitable Distributions (QCDs) and donating appreciated assets in place of cash for your charitable donations.

Posted on June 24, 2021 0
News

Meet Mallori Gorham, Longview’s Summer Intern

We would like to introduce you to Mallori Gorham, Longview’s summer intern.

Born and raised in Jackson County, Alabama, Mallori attended Northeast Alabama Community College to obtain two associate degrees after graduating high school in 2019. Mallori is now a senior at The University of Alabama where she studies consumer science with a concentration in Family Financial Planning and Counseling. She is an active member of the UA Financial Planning Association where she enjoys interacting with other students

Posted on May 24, 2021 0
blog, News

What Does Fiduciary Mean to Us?

A fiduciary standard, when applied to a financial advisor, says the advisor has a legal duty to act in good faith and trust, placing your best interest above that of the advisor or their firm. The advisor is ethically and legally bound to act in this manner.

At Longview, we aren’t just fiduciary by law; we’re fiduciary by choice. All of our advisors sign a fiduciary oath to put your interest before our own.

Recently, several of our team members

Posted on March 31, 2021 0
News

Congrats to Jonathan Jones – CFP®

Congratulations to Longview’s Jonathan Jones who recently passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) examination.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code

Posted on March 31, 2021 0
blog, News

Happy New Year! A Look Back at 2020.

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,

Posted on January 1, 2021 0
News

Congrats to Chad Odell – Series 65

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.

Posted on December 30, 2020 0
News

Congrats to Chad Odell – CIMA®

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

Posted on December 10, 2020 0

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