Anne E. LongmireAnne E. Longmire, CFP®Executive DirectorWealth Advisor
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About Anne
Anne Longmire is an Executive Director, Wealth Advisor and Portfolio Manager at 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. She is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
From the initial communication on, Anne is charged with making sure each client’s financial plan is tailored toward their specific 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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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