Ted Black, CFP®
Client Advisor, President

Objective: To help guide you through, and be your advocate in an ongoing process of managing and protecting your personal financial resources. On being Independent: As an independent, privately owned and operated firm, we are free to recommend solutions that are based solely on your needs. This may not be as obvious as it sounds. Many advisors, among other constraints, are limited and/or highly motivated to recommend only those products offered by their employer. We have created an atmosphere of open communication, familiarity and trust that offers you an opportunity to receive truly personalized, unbiased advice regarding your financial situation. Professional Background: Ted is a 22-year veteran of the financial services industry. Throughout his career he has focused his efforts on becoming an ever better personal financial advisor and investment manager to individual families and small business owners. In addition to working on a one-to-one basis with clients, he spent  nearly 3 years as Director of Securities Investment for a private advisory firm. His principle responsibility was managing roughly $150 million in client accounts. Ted’s area of expertise in investment management is building portfolios of no-load mutual funds. He has shared his thoughts and insights on personal financial planning as a contributing writer to a mutual fund investment publication, and as a guest on a nationally syndicated financial radio program. In 1995, he pursued the advantages of independence with the goal of offering clients comprehensive, unbiased financial planning and investment advice. Today, Ted is the President and owner of LongView, Inc. Formal Education: Bachelor of Science in Business Administration (B.S.B.A.) from the University of Central Florida. Professional Certifications: CERTIFIED FINANCIAL PLANNERTM Practitioner. Personal: Born 1960. Central Florida resident since 1979. Ted and his wife Diane have two sons.

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