Longview Wealth Management
A fee-based wealth management firm creating personalized solutions to help clients achieve financial security and wealth. Investment advisory services are offered through Longview Wealth Management, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co, a registered broker/dealer and Member FINRA/SIPC. Longview Wealth Management is not affiliated with M.S. Howells & Co. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Longview Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. M.S. Howells does not provide legal or tax advice. Longview Wealth Management does not provide legal advice. For additional information, please contact our Compliance department at compliance@mshowells.com. Check the background of the Investment Firm on SEC’s Advisor Info https://adviserinfo.sec.gov/firm/summary/136214.
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Verified contacts
18
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
84
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- LF
Laurie Fortson
Director of Accounting · Finance & Accounting
EmailPhone - SP
Samantha Pickering
Director of Operations · Operations
EmailPhone - CD
Chad Durden
Financial Advisor · Finance & Accounting
EmailPhone - JS
Jennifer Stewart
Financial Advisor · Finance & Accounting
EmailPhone - JE
Jessica Engebretsen
Financial Advisor · Finance & Accounting
EmailPhone - JG
Joel Greenway
Financial Advisor · Finance & Accounting
EmailPhone - SM
Sara McIntosh
Financial Advisor · Finance & Accounting
EmailPhone - JH
John Hayes
Chief Compliance Officer · Legal
EmailPhone - WB
Wes Bigler
Chairman Emeritus · General Business & Management
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Longview Wealth Management
10 distinct titles indexed · top 10 shown.
- 8financial advisor
- 2associate advisor
- 1certified financial planner, accredited investment fiduciary
- 1chairman emeritus
- 1chief compliance officer
- 1chief executive officer
- 1client care coordinator
- 1client services coordinator
- 1director of accounting
- 1director of operations
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