Longview Financial Partners
Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Longview Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LV
Luke Vincer
Founder, Longview & Wealth Advisor, Rjfs · Other
EmailPhone - EB
Eryn Bruback
Customer Service Manager · Customer/Client Service
EmailPhone - EB
Eryn Bruback
Customer Service Manager · Customer/Client Service
EmailPhone - TS
Trent Schulz
Wealth Advisor · Finance & Accounting
EmailPhone - CS
Colleen Shelly
Registered Client Service Associate · Customer/Client Service
EmailPhone - MW
Meredith Whitener
Financial Planner & Marketing Consultant · Other
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Longview Financial Partners
6 distinct titles indexed · top 6 shown.
- 2customer service manager
- 1financial planner & marketing consultant
- 1founder, longview & wealth advisor, rjfs
- 1marketing coordinator
- 1registered client service associate
- 1wealth advisor
Sign up to unlock all 7 contacts at Longview Financial Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Longview Financial Partners
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