Zachary Longman is a financial advisor at Longman WealthCare Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Baker Tilly Advisory Group LLC, Berkowitz Pollack Brant Advisors + CPAs, and Ernst & Young. Longman WealthCare Management is an independent advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans with discretionary investment management, financial planning, and retirement consulting. The firm integrates tax-aware retirement and estate planning into its asset allocation approach and offers additional tax and accounting services through an affiliated accounting practice.

Thomas Longman is the sole advisor at Longman Wealthcare Management, LLC, an independent firm based in Miami, FL. He holds a Series 65 designation and has 25 years of experience in financial advisory services. In addition to his work in wealth management, he is president of Thomas J. Longman C.P.A., P.A., an accounting firm he founded in 1994. Longman Wealthcare Management serves individual clients with a focus on personalized financial planning and investment management.