December 2020
Since Advisors and staff could not gather this year for our annual holiday party, LongView hosted a virtual Holiday Happy Hour on the afternoon of Dec. 17, in recognition and celebration of the holidays and our hard work to make it through 2020. We all gathered...
November 2020
LongView is happy to announce that Mary Clark Ferguson has joined our Madison office as Client Services Coordinator for Joey Lancaster’s practice. Mary Clark graduated from the University of Georgia with a major in Financial Planning. She comes to LongView...
February 2020
Wes Bigler and Michael Lipsey were invited to the 2020 Cambridge Premier Club Conference, held February 26-29 in Aruba. The Premier Club Conference is an invitation-only annual event honoring Cambridge’s top Advisors.
January 2020
LongView is pleased to announce that Tasha Bastron has joined our Denver office as Client Services Coordinator for Alex Bastron’s practice. While we already have the pleasure of knowing Tasha as Alex’s wife, we are excited to welcome her to the LongView family in her...
November 2019
LongView is pleased to announce that Alice Mello has joined our Atlanta office as Client Services Coordinator for Kris Dwyer and Jessica Engebretsen. Alice comes to us from ETRADE where she has served most recently as Senior Financial Services Representative on the...
October 2019
LongView Wealth Management was a Gold Sponsor of the Reserve at Lake Keowee Charitable Foundation’s 11th Annual Charitable Golf Classic, held October 20 – 21 in Sunset, South Carolina. Wes Bigler and Kirk Licata participated in the tournament which has...
September 2019
Wes Bigler, Quinton Fisher, Jennifer Stewart, Alex Bastron, Amy Greenway, Michael Lipsey, Sara McIntosh, Doug Stefanini, John Hayes, and Samantha Pickering attended the 2019 Cambridge National Conference held September 25-27 in Denver, Colorado.
August 2019
LongView is pleased to announce that Joel Greenway has joined our Madison office as a Client Services Coordinator for Amy Greenway. Joel comes to LongView from the Bank of Madison where he has served as Systems Administrator for the last three years. He...
July 2019
Wes Bigler attended the Quarterly Meeting of the Financial Planning Association-Georgia, held July 26 at the Hyatt at Villa Christina.
June 2019
LongView would like to congratulate Advisor Kirk Licata and his wife, Kelly, who gave birth to their adorable baby son on June 1. We share their joy in this wonderful event. The Advisors and staff of LongView-Atlanta are pleased to announce that they...