Samuel Wishneff, CFP®, who joined LongView in 2015, is a Financial Advisor working with Michael Lipsey and his practice. Prior to working at Longview, Sam held management positions at Wells Fargo and PNC Bank. At PNC, he was a member of their Mass Affluent Team which assisted high net worth clients achieve their financial goals. It was here that Sam developed a passion for financial planning, adopting a holistic approach to his practice.
Sam graduated from Florida State University with a Bachelor’s degree in Finance. As a Registered Representative, he holds the Series 7 and 66 Securities Licenses and is also a Georgia insurance agent. He completed his CFP® coursework through the University of Georgia Terry College of Business and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2017.
Sam grew up in Boca Raton, FL, and now resides in Atlanta, GA. In his free time, he enjoys trips to the Georgia mountains, cheering on the Florida State Seminoles, and spending time with his wife, Lauren, and their rescue dog, Ralphie.
* 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.