JJ is headed to the Windy City of Chicago, IL, for the 2019 NAPFA Fall National Conference.
With over 70 hours of continuing education from which to choose, the Chicago conference will host over 300 people during the course of the week. This year’s keynote speakers include:
Longview team members, JJ, Jessica, and Andrew recently attended the Community Foundation of Greater Huntsville’s Summit on Philanthropy. The Summit is “an annual celebration of our community’s generosity because we believe that together we can accomplish more than any one person, one company, or one organization can accomplish on their own.” The gala-style event, celebrating its 10th year, was held on Tuesday, September 10th at the Westin Huntsville in Bridge Street Town Centre.
Longview has long been a
Longview team members attended the ELM Foundation’s Little Miracles Luncheon on Thursday, September 5th, 2019 at the Jackson Center. They keynote speaker was Captain Mike Rose. From their website:
Huntsville resident, Capt. Mike Rose, served as a Special Forces Medic with the Army’s 5th Special Forces Group during the Vietnam War. He was awarded the Medal of Honor for his
Longview was proud to sponsor the American Cancer Society’s Belles & Beaus Ball on August 24, 2019. It is “a one-of-a-kind evening featuring great food, dancing, spectacular auction, and much more.” The evening included a ceremony recognizing honorees, including cancer survivors and champions for the fight against cancer. Both silent and live auctions contributed towards raising funds for the event’s goal of $25,000.
Several Longview team members and spouses were on hand to enjoy and contribute to the evening’s
We are happy to introduce Jonathan Jones as the newest member of the Longview team. He is joining Longview’s Financial Planning Team as an Support Advisor. Jonathan graduated from Jacksonville State University, where he studied business finance.
Out of the office, Jonathan enjoys spending most of his time with his wife, Alex. Together they enjoy traveling, attending professional sporting events, trying new foods, and being involved with their church. In his free time, Jonathan enjoys playing golf, working out, and
Longview Financial Advisors is pleased to announce that Jeff Jones has been named to the National Association of Personal Financial Advisors (NAPFA) National Board.
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 high standards in the field and each advisor signs and renews a Fiduciary Oath every year. The association
We are happy to introduce Chad Odell as the newest member of the Longview team. He is joining Longview’s Investment Management Team as an Investment Analyst. Chad will work closely with the team to conduct in-depth market research, develop investment recommendations, and implement client portfolios. He earned his Bachelor’s degree in Finance from the University of Alabama in Huntsville.
Chad is a U.S. Army veteran and enjoys spending time with his wife, Tyla, and their two boys, Noah and Isaiah.
Jeff, Jessica, and JJ are headed to one of the South’s coolest cities, Austin, TX, where one of their most popular slogans is “Keep Austin Weird.” Austin is home to Austin City Limits, the SXSW Conference, the Texas State Capital, the University of Texas, and now the 2019 NAPFA Spring National Conference.
We are also proud to recognize Jessica Hovis Smith as the Chair
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