Standing from left: Michael Mayeaux; Marcy Morreale; Stephanie Lawson; Amy Longo; Tracy Clanton
Led by President & Senior Wealth Management Advisor Ted Longo, The Longo Group is an independent wealth management firm known for its client service and financial planning. Personal relationships, proactive outreach, and in-person communication are constant priorities. Their accomplished team helps clients organize, simplify, and manage all their financial matters—wealth management, estate guidance, retirement, investments, and more.
“We understand the importance of our work and enjoy building meaningful relationships across generations,” says Ted.
Ted has been in the financial services industry since 1986 and holds the Chartered Financial Consultant (ChFC®) and Certified Investment Management Analyst (CIMA®) designations and is a CERTIFIED FINANCIAL PLANNER™. He believes these designations give him a professional advantage and a better understanding of all facets of the financial service industry.
The Longo Group advises clients in over 20 states and directly manages over half a billion dollars in client assets. The company sponsors financial proficiency programs at two Mississippi schools and sponsors five college scholarships awarded by Louisiana High School Powerlifting Association. The Longo Group is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
longogroup.net // 985-445-1042 // 2054 Gause Blvd E, Slidell
Pictured: Seated from left: Chris Collins; Ted Longo; Steve Longo