Joey Lancaster, CFP®, joined Longview Wealth Management in 2015 and is based out of the Madison, GA branch. He has more than 20 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 principles 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 Bachelor 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. Additionally, he has served on the Morgan County Touchdown Club Board of Directors, as a member of the Partners for Education Committee, as a volunteer RISE reader at Morgan County Primary School, and as a volunteer coach for the Morgan County Recreation Department. Currently, he is on the Board of Directors for the Morgan County High School College and Career Academy and is President of the Morgan County Dugout Club. Joey and his wife Stacey live in Madison with their son, Tripp, and two daughters, Makinley and Addie Grey. They are also active members of their church, Lakepoint Community Church.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.