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Anne E. Longmire, CFP®
From the initial communication on, I am charged with making sure each client’s financial plan is working toward their individual wealth management goals.

Anne E. Longmire, CFP®

Wealth Advisor

Anne E. Longmire, CFP®


617.654.2058

anne.longmire@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Anne

Anne Longmire is an Associate and Wealth Advisor with J.P. Morgan Wealth Management. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2015, reflecting her commitment to operating with integrity and delivering a fiduciary standard of care that prioritizes our clients’ best interests and individual needs. From the initial communication on, Anne is charged with making sure each client’s financial plan is tailored toward their unique wealth management goals. With more than 14 years of financial services experience, she is dedicated to managing complex account- and investment-related issues, freeing our clients to focus on what matters to them most.

A dedicated client advocate, Anne works diligently on developing and maintaining client relationships, and bringing together the team and firm resources necessary to best implement each client’s personalized wealth management strategy. By listening attentively to our clients’ concerns and delivering exceptional service, Anne helps our clients feel more informed and more confident about their financial futures.

Anne graduated from the University of Rhode Island, where she earned a B.A. in Business Administration with a concentration in Finance. She lives in Medford, Massachusetts, with her husband. In her free time, Anne enjoys reading, hiking and playing ice hockey. She is also an active supporter and donor for Be the Match, a national bone marrow donor program.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

 

 

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