News

News

Andrew Gipner Honored with Jack Davis Award

The University of Alabama College of Human Environmental Sciences (CHES) presented the annual Jack Davis Professional Achievement Awards during homecoming activities on campus.

The Jack Davis awards are presented to outstanding CHES alumni for their professional accomplishments. The awards have been given out since 1986, and are named to honor the first man to graduate from the College, Dr. Lewis Clifton “Jack” Davis, Jr.

Longview’s Andrew Gipner was selected as a 2021 award recipient.

Congratulations, Andrew!

Posted on November 22, 2021 0
News

Longview Nominated for Huntsville/Madison County Chamber Small Business Award

For over 30 years the Huntsville/Madison County Chamber has been supporting and recognizing individuals and businesses that make a positive impact on our community through their products, services, and outstanding attributes. Their annual Small Business Awards Gala honors the best of the best small business entrepreneurs, young professionals, nonprofits, and executive leadership.

Longview Financial Advisors has been nominated for the Professional Services of the Year award for 2021. Longview was nominated in 2016 and won the award in 2017.

Posted on October 19, 2021 0
News

Jeff Jones Named NAPFA Chair-Elect

Press Release
August 2021
For Immediate Release

Longview Financial Advisors’ Jeff Jones Named NAPFA Chair-Elect

Huntsville, AL – Longview Financial Advisors is pleased to announce that Jeff Jones, Director of Financial Planning, has been named as the National Association of Personal Financial Advisors (NAPFA) Board of Directors Chair-Elect. During its most recent meeting, the NAPFA Board of Directors unanimously elected Jeff to serve as Chair-Elect for the 2021-2022 term. Jeff was named to the National Board in 2019 and

Posted on August 12, 2021 0
blog, News

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
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
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

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