Theodore "Ted" Longo









Ted Longo / Theodore Longo image


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 TM certificant. Ted believes his designations give him a professional advantage and have given him a better understanding of all facets of the financial service industry. He helps clients reach financial goals because he focuses on determining the needs of clients and employs a disciplined approach toward planning, investment, and money management. Ted was named to the Forbes "Best-in-State Wealth Advisors" list in 2020.*

Ted and his wife Amy live in Diamondhead, MS. He is a member of the Eagle Scout association and serves on the Board of Directors for the Diocese of Biloxi Catholic Foundation. Ted was the State Chairman for USA (Drug Free) Powerlifting and currently maintains an active involvement in the organization.

*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.