Longview Wealth Advisors

Longview Wealth Advisors It begins with a plan. Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC (finra.org/ sipc.org)

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional associated with this page may discuss ad/or transact business only with resi

dents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/15/2025

I’m having dinner with Mary at chilis. Waitress asks me what I want for my side. I’ll have Chili. Waitress says, we don’t have chili anymore. Me: how can you get rid of the chili at chilis?

10/13/2025
Happy Halloween! It may be spooky season, but your finances don’t have to scare you! We are happy to review your financi...
10/31/2022

Happy Halloween! It may be spooky season, but your finances don’t have to scare you! We are happy to review your financial plan with you to ensure you are on the right track for your unique goals. Meet with us today! https://hubs.la/Q01py5qG0

Smart financial planning also includes practicing safe measures while online. While nothing can guarantee complete safet...
10/27/2022

Smart financial planning also includes practicing safe measures while online. While nothing can guarantee complete safety on the Internet, understanding how to protect your privacy can help mitigate your exposure to risk. https://hubs.la/Q01py1q80

LPL Research discusses the outcome of the 20th China Communist Party Congress and what it may mean for global policy, ca...
10/26/2022

LPL Research discusses the outcome of the 20th China Communist Party Congress and what it may mean for global policy, capital markets, and emerging markets. Listen now... https://hubs.la/Q01qKnZ80

Make sure you're completing updates on your devices when they call for it. Keeping everything up-to-date ensures that an...
10/25/2022

Make sure you're completing updates on your devices when they call for it. Keeping everything up-to-date ensures that any identified security gaps are patched and that you won't be subjected to potentially malicious software.

What efforts are you taking now to ensure success later on? Share with us below in the comments!
10/24/2022

What efforts are you taking now to ensure success later on? Share with us below in the comments!

An important part of your financial planning strategy should include creating an estate plan. Estate planning can help e...
10/20/2022

An important part of your financial planning strategy should include creating an estate plan. Estate planning can help ensure that your directives are carried out the way you intended and help your assets pass more efficiently to heirs. Learn more now... https://hubs.la/Q01pxYXL0

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not. According to a 2021 poll by Gallup, less than half of U.S. adults

Be cautious about providing your financial information to unfamiliar websites. Larger companies policies to protect the ...
10/18/2022

Be cautious about providing your financial information to unfamiliar websites. Larger companies policies to protect the rights and financial information of their customers. So, resist the temptation of providing personal information to unknown companies.

How do you define success? Share below with us in the comments!
10/17/2022

How do you define success? Share below with us in the comments!

Are you satisfied with the coverage and level of care you're receiving with your current plan? Now is a good time to rev...
10/15/2022

Are you satisfied with the coverage and level of care you're receiving with your current plan? Now is a good time to review your current Medicare benefits to see if they're still right for you.

Address

100 2nd Avenue S Ste 402N
Saint Petersburg, FL
33701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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