LongView Planning Partners Employee Directory

LongView Planning Partners corporate office is located in 618 Oakleaf Office Ln Ste 300, Memphis, Tennessee, 38117, United States and has 11-50 employees.

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cooper smith - financial planning consultant

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Employees by Department

Departments

Number of employees

Finance

Operations

Information Technology

Sales

Key Employees of LongView Planning Partners

CL
Chelsea LeGuen...
Director
PhoneEmail
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LongView Planning Partners Global Presence

Location	People at location
North America	11-50

Index of contact profiles from LongView Planning Partners

Hundreds of professionals searching for LongView Planning Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JP
John Prather
Email Direct
Certified Financial Planner & Professional
United States , Tennessee , Memphis

JP
James Prather
Email Direct
Financial Planning Administrative Coordinator
United States , Tennessee , Memphis

LH
Louis Holmes
Email Direct
Partner
United States , Tennessee , Memphis

LC
Lauren Clarke
Email Direct
Client Services Coordinator
United States , Tennessee , Memphis

SR
Savannah Reeves
Email Direct
Shared Services Coordinator
United States , Tennessee , Memphis

GE
Garrett East
Email Direct
Financial Advisor & Special Care Planner
United States , Tennessee , Memphis

SS
Susan Shorter
Email Direct
Office Manager
United States , Tennessee , Memphis

ME
Marcus Esposito
Email Direct
Certified Financial Planner & Professional
United States , Tennessee , Memphis

Former Employees at LongView Planning Partners

Explore people who held key positions, contributed to LongView Planning Partners's success, and advanced their careers.

Baugh Doster

Director, Finance & Ac... at Shep Digital

Worked as Winter Intern

at LongView Planning Partners (2021-2022)

Direct

Cooper Smith

Financial Managing Adv... at Ameriprise Financial

Worked as Financial Planning Consultant

at LongView Planning Partners

Direct

Sirish Yerrapragada

Governance Services Co... at Computershare

Worked as Financial Services Representative

at LongView Planning Partners (2018-2018)

Direct

Mask Content

Team Member at Independent Planning G...

Worked as Business Development Coordinator

at LongView Planning Partners (2020-2022)

Direct

Explore More

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Frequently Asked Questions Regarding LongView Planning Partners Employees

How many employees does LongView Planning Partners have?

LongView Planning Partners has 11-50 employees

Who are LongView Planning Partners key employees?

Some of LongView Planning Partners key employees are Chelsea LeGuenec

Where is LongView Planning Partners located?

LongView Planning Partners’s headquarters are located at 618 Oakleaf Office Ln Ste 300, Memphis, Tennessee, 38117, United States

How do I contact LongView Planning Partners?

LongView Planning Partners Contact Info: Phone number: (901) 322-0290 Website: www.longviewplanningpartners.com

What does LongView Planning Partners do?

LongView Planning Partners specializes in comprehensive financial planning tailored specifically for physicians and dentists. They employ a structured four-step process that includes discovery interviews, data gathering, plan design, and delivery to help clients achieve their financial goals. With a focus on personalized service, they aim to reduce... Read More

Is LongView Planning Partners a public company?

LongView Planning Partners is private company therefore does not currently have an official ticker symbol

See more information about LongView Planning Partners Employees