Longview Financial Advisors, a financial planning and wealth management firm, is pleased to announce the appointment of Charles Wesley Johnson as its next Chief Investment Officer. Wes will take over the Chief Investment Officer role from Jeff Cedarholm on July 1.
Cedarholm, who is semi-retiring at year’s end, is excited about this transition. “It’s hard to believe, but I met Wes Johnson at least 20 years ago, and at our first meeting, we discussed investing. Here we are years later and not only is he still intrigued, but has become a very good investor himself. Wes earned his bachelor’s degree in economics from Jacksonville State, then earned a master’s degree in Family Financial Planning and Counseling from the University of Alabama. He has recently earned his CIMA® Designation (Chartered Investment Management Analyst®) from the Investment and Wealth Institute. He has been working on our firm’s investment team since 2006. As his long-time colleague, I feel you will find Wes very knowledgeable and forthcoming about investing and also very caring of client and fellow employee needs.”
“I am honored and humbled to step in as the Chief Investment Officer” says Johnson. “Longview has high standards of education and transparency that I look forward to continuing. I will continue to foster a collaborative environment focused on helping clients achieve their goals. I am excited to be a part of Longview as we help people to live with fulfillment and give with purpose. I truly cannot overstate how excited I am to be chosen to serve in this role” he continued.
Longview Financial Advisors is a financial planning and wealth management firm which specializes in tax, estate, and retirement planning along with philanthropic giving. For more information about Charles Wesley Johnson and the team at Longview Financial Advisors visit https://longviewfa.com/.