Anne E. LongmireAnne E. Longmire, CFP®
Vice President
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
2023
Top Wealth Management Teams Best-In-State
2024

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 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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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