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
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
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
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
We are proud to announce that Andrew has been selected as Chair for Leadership Greater Huntsville’s upcoming Connect 22.
Longview has long been a supporter of Leadership Greater Huntsville. Jeff Cedarholm is a graduate of Leadership’s Focus program. Andrew Gipner is a graduate of Connect 17 and has continued to volunteer with Connect 18 through 21, serving as co-chair for class 21. Jeff Jones is a graduate of Connect 19 and continued to volunteer with Connect 20 and
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
