Local financial professional recognized among financial services premier advisors
H.D. Vest Financial ServicesÃÂ® recently recognized Juliann Longhi, a financial services professional in Hometown, as one of its most successful Advisors at the H.D. Vest Advisors' Forum.
In recognition of this achievement, H.D. Vest President and CEO Roger Ochs presented Juliann Longhi with the prestigious H.D. Vest Excellence Award. "We recognize these leaders for their commitment to their clients and their profession", says Ochs. "These Advisors have excelled in all areas of client service and are great role models for other Advisors in our firm."
"I am thrilled to reach my personal goal of placing in the top 15 of all H.D. Vest Advisors", says Longhi. "It is something I have worked for and achieved by building a strong support staff and partnering with Stan Warner. Together, our team provides a high level of service and guidance to clients helping them to achieve their own personal financial goals."
The awards are presented at the firm's Premier Advisors' Forum at the Montage Laguna Beach in California. The top 75 H.D. Vest Advisors were invited to attend, along with the firm's senior executives and leading financial industry Educational Partners. Juliann Longhi participated in educational meetings and networking events, along with an awards ceremony and dinner. Longhi was joined at the ceremony by her husband John and her family Monica, Dave, Tyler and Derek Willans also Melissa, Tom, Emily and Ethan Amershek.
Juliann Longhi has been an Advisor with H.D. Vest since 1987. She has owned Longhi Financial, a tax and financial services practice in Hometown, since 1980. Juliann attended the College for Financial Planning and attained the Certified Financial Planner designation in 1990. She earned the designation of enrolled agent to practice before the IRS in 1995.
Juliann Longhi serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multi-generational estate planning, comprehensive tax reporting, online account access, account consolidation and systematic investment plans.
H.D. Vest Financial ServicesÃÂ® supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.