Longview Planning Partners
We provide comprehensive financial planning for physicians and dentists. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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Verified contacts
17
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- CL
Chelsea Leguenec
Director · General Business & Management
EmailPhone - BH
Beau Hill
Financial Planner · Finance & Accounting
EmailPhone - CS
Cooper Smith
Financial Planning Consultant · Finance & Accounting
EmailPhone - JS
Jason Schultz
Certified Financial Planner Professional · Finance & Accounting
EmailPhone - JP
John Prather
Certified Financial Planner Professional · Finance & Accounting
EmailPhone - SR
Savannah Reeves
Shared Services Coordinator · Operations
EmailPhone - LH
Louis Holmes
Partner · General Business & Management
EmailPhone
Showing 7 of 17 verified contacts
Top roles at Longview Planning Partners
12 distinct titles indexed · top 10 shown.
- 4financial planner
- 2certified financial planner professional
- 2new business coordinator
- 1advisor
- 1certified financial plannertm professional
- 1director
- 1financial advisor
- 1financial advisor special care planner
- 1financial planning administrative coordinator
- 1financial planning consultant
- +2more titles
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