Originally from Toronto, Canada, Logan came to Charlotte to study and compete on the Men’s Golf Team at Queens University of Charlotte. While majoring in Finance at the McColl School of Business, Logan’s interest was piqued in his Portfolio Management class.
Logan began at Advanced Wealth Strategies as an intern this past summer learning the “ins and outs” of the business. After finding that his values and traits, including his personability, solid work ethic, and positivity aligned with the firms values, he joined the team as a Paraplanner. He now assists AWS Advisors Jay Neal & Renee Simpson with the portfolio planning process and administrative duties related to investment management.
Help us give a warm welcome to Logan!!
