Sara Mcintosh, Cfp® Email & Phone Number

I joined LongView in 2012, serving in various roles from Client Services Coordinator to my current position as Financial Advisor. In addition to working with clients, I participate in the research and development of LongView’s Investment Committee. I work out of LongView’s Atlanta office but have clients all over the state of Georgia and beyond.I enjoy collaborating with clients who are approaching a life transition and want to make intentional decisions in order to create a more secure financial future. I emphasize a planning-based approach that is tailored for each client and their specific goals and objectives. Developing successful long-term relationships that provide a customized focus on what matters to the client, is what I love most about my job.I graduated from Virginia Tech with a degree in Finance, concentrating in financial planning. I obtained my CFP® certification in 2014 and continue to look for new opportunities to learn.I currently reside in Cumming, GA, with my husband, Matt, our two daughters, and our chocolate lab, Jameson. In addition to cheering on my beloved Hokie football team, we enjoy cooking, playing with Jameson, and travelling to new places.Investment advisory services are offered through Longview Wealth Management, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member FINRA/SIPC. Longview Wealth Management is not affiliated with M.S. Howells & Co. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Longview Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. M.S. Howells does not provide legal or tax advice. Longview Wealth Management does not provide legal advice. For additional information, please contact our Compliance department at compliance@mshowells.com. Check the background of the Registered Professional on FINRA’s https://brokercheck.finra.org/

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  Financial Advisor

  Longview Wealth Management

  Sep 2017 - Present - Greater Atlanta Area