Theodore "Ted" Longo

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 AdvisorHub's "100 Fast Growing Advisors to Watch" list for 2023-2024 and Forbes “Best-in-State Wealth Advisors” list for 2023-2025.*

Ted and his wife Amy live in Diamondhead, MS. He is a member of the Boy Scouts of America Eagle Scout Association and after serving 25 years on the Board of Directors for the Diocese of Biloxi Catholic Foundation, he now serves as an advisor to that board. Ted was previously the State Chairman for USA (Drug Free) Powerlifting (Mississippi) and currently maintains an active involvement in the organization which includes lifting competitively, both nationally and internationally.

*Source: Forbes Best-In-State Wealth Advisors (2023, 2024, & 2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 6/30/23 - 6/30/24. AdvisorHub 100 Fast Growing Advisors to Watch (2023 & 2024) compiled by AdvisorHub. Most recently presented in June 2024 based on data gathered from 12/31/22 - 12/31/23. No fee was paid to be included in the ranking. Not indicative of advisor's future performance. Your experience may vary.