Happy New Year!
As we begin a new year, we would like to thank you. Thank you for sharing your lives and your stories with us over the last year. Some of you celebrated – adding to your family, retiring, or moving to a new home. Some of you have mourned – losing loved ones, going through a divorce, or struggling with health issues. Thank you for allowing us to be a part of your lives. We value the
InvestmentNews has recognized Jessica Hovis Smith as a 2018 40 Under 40 Honoree. Jessica was chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.
“It is a true honor to be recognized by a well-respected publication like Investment News. I’m grateful for the opportunity to work with an amazing team at Longview Financial Advisors. For me, this award is recognition of the
Congratulations to Longview’s Wes Johnson 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 check, signed
As many of you already know, my daughter, Emma, was admitted to Huntsville Hospital a few weeks ago. After spending close to a week there, the recommendation was made for a transfer to Vanderbilt Children’s Hospital in Nashville so she could be under the care and observation of specialists and hopefully have a diagnosis determined.
With that said, I am happy to announce that on February 14th (19 days in the hospital!), we are back home. What a great Valentine’s
On Wednesday, February 7th, Longview received a 2017 Compass Award from the Community Foundation of Greater Huntsville. The award is given “in recognition of your expertise and commitment to improving the quality of life in our community through philanthropy.” We are proud to partner with the Community Foundation to help make a difference in our communities.
We are proud to announce that Lauren Cooper, CFP®, has completed the process to become an Investment Advisor Representative (IAR) at Longview. By completing this process, Lauren becomes a lead financial planner at Longview, offering comprehensive financial planning to clients and specializing in working with clients interested in Medicare and Social Security planning. Please join us in congratulating Lauren on her accomplishment!
An Investment Advisor Representative is registered with their state’s securities regulator. An IAR has completed the testing and
For many people, December is a time to look back. A time to reflect on the past year’s successes and failures. Some take a moment to mourn another year gone. Others celebrate another year given. Thanks to the United States Congress and the President, much of our December was spent on tax planning! So, we’ll count January as the next best time to reflect. Here are just a few of 2017’s highlights:
We are happy to announce the birth of Emma James Gipner to Andrew and Kristin Gipner. Emma was born on Wednesday, November 15th, weighing 6 pounds 5 ounces and measuring 18.5 inches long. Dad and Mom could not be prouder. Congratulations, Andrew and Kristin!
