Monthly News

June 2018

June 2018

LongView is happy to announce that Susie Pryor has joined our Atlanta office as the Monday-Tuesday receptionist. She replaces Patti Getchell who moved back to her hometown in Maryland. We wish Patti well and are excited to welcome Susie to the LongView...

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May 2018

May 2018

Quinton Fisher was invited to and attended the Cambridge Signature Club Conference, held April 30 – May 3 at Hilton Head Island. The conference recognizes qualified Advisors for their significant accomplishments.  LongView was a Closest To Pin Sponsor of...

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April 2018

April 2018

Longview was a sponsor of the 2nd annual Madison Kiwanis 5k Color Run held on April 28 at Bill Wood Park in Madison, GA. The race benefitted the needs of children in the local...

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February 2018

February 2018

LongView Wealth Management is very proud to announce the opening of our new branch office, located in Conshohocken, Pennsylvania. Along with the opening of this branch, we welcome Steven Girard and Julia Randall to the LongView family of Advisors. Prior to joining...

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November 2017

November 2017

LongView is proud to announce that both Samantha Pickering and Sam Wishneff passed the CFP® Certification exam, a comprehensive day-long test covering investments, insurance, and retirement, tax, and estate planning.   We congratulate them both and share...

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October 2017

October 2017

LongView Wealth Management was a Gold Sponsor of the Reserve at Lake Keowee Charitable Foundation’s 9th Annual Charitable Golf Classic, held October 30 in Sunset, South Carolina. Wes Bigler and Kirk Licata participated in the tournament which has raised...

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September 2017

September 2017

LongView is proud to announce that Amy Greenway, CFP® has joined our Madison office as a financial advisor. Prior to joining LongView, Amy spent 18 years with Edward Jones.  We are all excited to welcome Amy to the LongView family.   Wes Bigler, Michael...

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August 2017

August 2017

Quinton Fisher, Michael Lipsey, and Kelly Hale attended the 2017 Charles Schwab Solutions Workshop, held August 17 at the Ritz Carlton, Buckhead. The workshop covered best practices for using Schwab tools and resources. Wes Bigler participated...

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June 2017

June 2017

Wes Bigler and Michael Lipsey attended the 2017 Cambridge Premier Club Conference, held June 11 – 14 in Vancouver, British Columbia. The Premier Club Conference is an annual event honoring Cambridge’s top Advisors.  Jennifer Stewart, Karol Abernathy, and Jonathon...

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May 2017

May 2017

LongView Wealth Management was an “In the Saddle Sponsor” of the Madison-Morgan Conservancy Derby Day, held May 6 in Madison, Georgia. The event benefited Georgia’s first and only county-wide conservancy, dedicated to providing education on conservation and preserving historic sites, greenspace, farmland, and timberland.

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