Published August 23. 2013 05:05PM
Juliann Longhi, the owner of Longhi Financial in Hometown, has been recognized by H.D. Vest Services as one of its most successful advisers.
In recognition of this achievement, H.D. Vest President Roger Ochs presented Longhi with the H.D. Vest Excellence Award."We recognize these leaders for their commitment to their clients and their profession," said Ochs. "These advisers have excelled in the area of client service and are great role models for other advisers in our firm."The award was presented at the firm's Premier Advisors' Forum at the St. Regis in Deer Valley, Utah. The top 75 advisers were invited to attend, along with the firm's senior executives and leading financial industry educational partners. Longhi participated in educational meetings and networking events, along with an awards ceremony and dinner.Longhi has been an adviser with H.D. Vest since 1987 and the owner of Longhi Financial since 1980. She became a Certified Financial Planner in 1990 at the College for Financial Planning in Denver, Colorado.For more information go to
www.LonghiFinancial.com.
Special to the times news Juliann Longhi, center, was recently named one of H.D. Vest Services' most successful advisers. With her is Roger Ochs, left, president of H.D. Vest, and John Longhi.