Joey Lancaster, CFP®

Joey Lancaster, CFP®, joined Longview Wealth Management in 2015 and is based out of the Madison, GA branch. He has more than 12 years of investment management experience and is also a licensed life insurance and annuity advisor. Prior to joining Longview, he spent seven years as a financial advisor with United Bank and has also worked with Edward Jones Investments and First National Bank of Griffin.

As a financial advisor, Joey takes great pride in providing relevant financial advice to help his clients reach their unique needs.   He works hard to incorporate seven core principals with each client relationship: Organization, Accountability, Objectivity, Proactivity, Education, Partnership, and Accessibility.

Joey graduated from the University of Georgia’s Terry College of Business with a Bachelors of Business Administration with a concentration in Finance in 2001. He received his CFP® Certification in January 2008 and completed the American Bankers Association Graduate Trust School in 2013.

Actively involved in the Madison community, Joey has served as Chairman of the Madison-Morgan Chamber of Commerce Board of Directors and is a past President of the Rotary Club of Morgan County. He is also on the Morgan County Touchdown Club Board of Directors, a member of the Partners for Education Committee, a volunteer RISE reader at Morgan County Primary School and a volunteer coach for the Morgan County Recreation Department. Joey and his wife Stacey live in Madison with their son and two daughters. They are also active members of their church, Watkinsville First Baptist.


Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.

Copyright © 2021
Longview Wealth Management