Anne Longmire Advisor Headshot image

Anne E. LongmireAnne E. Longmire, CFP®
Executive Director
Wealth Advisor

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

Awards and Industry Recognition

Forbes

America's Top Wealth Management Teams
2025 • 2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024 • 2023

About Anne

Anne Longmire is an Executive Director 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 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 manages complex account and investment related issues, freeing clients to focus on what matters to them most.

A dedicated client advocate, Anne works diligently on developing and maintaining strong relationships, and bringing together the team and firm resources necessary to best implement each individual's personalized wealth management strategy. By listening attentively to 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 with a B.A. in Business Administration and a concentration in Finance. She lives in Medford, MA, 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 Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Investing

Securities-based lending strategies: Understanding fixed vs. floating rates

October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
Markets and Economy

A calm index, a restless market

October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Markets and Economy

Which industries are most affected by Fed rate hikes?

October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
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