NUMBER OF TEAM MEMBERS:
4. Matthew Murphy, Rebecca Baker, Traci Segrest and Dustin Hatfield
WHAT ARE LONGLEAF WEALTH MANAGEMENT’S PRIMARY SERVICES?
Our primary services include personal wealth management for individuals, their families and their businesses. This includes investment management, tax planning, estate planning, life insurance planning and reviews, debt management and more.
WHO ARE THE TEAM’S PRIMARY CLIENTS?
Ultra-high net worth individuals and families, current retirees or those facing retirement, and young individuals or families striving to eventually become high net worth clients.
WHAT SETS LONGLEAF WEALTH MANAGEMENT AND ITS SERVICES APART?
Three things:
- Our office is strategically arranged so that we can easily communicate and work cohesively for our clients. We do not “assign” clients to people on our team. Instead we all work together because we believe this setup will create the best outcome for our clients.
- Henry Ford said, “If you always do what you’ve always done you’ll always get what you’ve always got.” We use this quote as a reminder to always be willing to adapt or change. We want to ensure we are on the front end of that change to make sure we are providing our clients with the best resources available.
- We take great pride in having strong, personal relationships with our clients. We believe that when you really know your clients and have empathy for whatever their situation may be, you will do a better job for them. We are not simply thinking about numbers and analytics but about what’s best for that individual or family.
WHAT’S ON THE HORIZON FOR LONGLEAF WEALTH MANAGEMENT?
Our business is growing, and we will continue to expand our team to meet those demands.
LONGLEAF WEALTH MANAGEMENT RECENT HONORS AND AWARDS:
- REBECCA BAKER: Certified Public Accountant, CERTIFIED FINANCIAL PLANNER Retirement Plan Consultant
- MATTHEW MURPHY: CERTIFIED FINANCIAL PLANNER ™, UBS Top 35 Under 35 (2018, 2019), Forbes Top Next Generation Wealth Advisors (2018), Forbes Best in State (2019)
4001 CARMICHAEL ROAD, SUITE 400
MONTGOMERY, AL
334-260-3877
UBS.COM/TEAM/LONGLEAF
