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
2024 • 2023
Top Wealth Management Teams Best-In-State
2025 • 2024

About Anne

Anne Longmire is a Vice President 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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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