February 2021
LongView is excited to announce some changes at the firm. Wes Bigler, longtime CEO, has stepped down from that position and taken the title of Chairman. Quinton Fisher has become the CEO of LongView, and Jennifer Stewart has become President. Everyone is grateful...
January 2021
LongView wants to wish everyone a Happy New Year. We hope 2021 will be a better year than 2020! While we don’t know what the new year will bring, LongView is hoping to reopen the office for client appointments in March or April. It will be so good to see our wonderful...
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...