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blog, News, Non-Profit Spotlight

Guest Post: WellStone Emergency Services Director of Development, Karen Petersen, CFRE

It’s about time: “ER” for mental healthcare is finally coming to Madison County

You go to the emergency department for a broken bone or heart attack. But where can you and your loved ones go for emergencies involving mental health? For years, there were only two choices in Madison County: The ER or jail. Fortunately, a third, more effective and appropriate option is coming to the Rocket City.  

WellStone, Inc., a 501(c)3 nonprofit organization, is

Posted on January 28, 2022 0
Firm News, News

Nicole Gardner Joins Longview Team

We would like to take the opportunity to introduce you to our newest team member, Nicole Gardner. Nicole joined Longview in October.

As many of you are aware, Debbie is retiring at the end of the year. Debbie has played an integral role in the success of Longview since 2008. Over her time at Longview, she has worn multiple hats, serving as an administrative assistant, client service associate, office manager, and now, trainer to Nicole. We are so

Posted on November 23, 2021 0
Firm 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

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
Firm News, 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

Posted on August 12, 2021 0
Firm News, 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 first

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