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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
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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

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