
Logan Bolick
Principal & Senior Wealth Advisor
Beacon Pointe Advisors
United States, North Carolina, Asheville
About Me
Logan is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Logan served as a Financial Advisor and Director of Research at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Logan is a Certified Financial Planner™ (CFP®), a CFA charter holder and a member of the CFA Society of North Carolina. He graduated from the University of North Carolina Chapel Hill with a bachelor’s degree in Business Administration with a concentration in Finance. As a
Profile Information
Principal & Senior Wealth Advisor
Beacon Pointe Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Asheville
North Carolina
United States
May 15, 2024
More profiles to browse
James Davenport
Managing Director, Partner
MB
Michael Beck
Partner & Managing Director
WM
Wayne Mccullough
Partner & Managing Director
MF
Mark Flint
Partner, Managing Director
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST