Logan Harris
Program Manager | Financial Advisor | Navy Veteran | Education Retirement & Financial Solutions
- Role
- Financial Advisor at Verity Asset Management
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Dec 2023 — Present · Raleigh-Durham-Chapel Hill, NC, US
Deliver in-person financial planning support across two public school districts, helping educators navigate retirement decisions through campus-based outreach and structured planning conversations.Serve as the primary on-campus planning lead across 76 schools, providing retirement support through district-coordinated, in-person sessions.Helped over 200 educators take next steps in their financial planning by guiding them through goal-setting, decision frameworks, and account activation workflows.Supported the shift from virtual-only delivery to in-person engagement, helping reduce friction, improve educator participation, and align program design with real user needs.Tracked attendance, cancellations, and behavioral engagement data to optimize scheduling, session flow, and follow-up outreach.Provided weekly performance summaries and field insights to internal teams and district leadership to inform messaging, staffing, and delivery cadence.Contributed to the creation and refinement of planning tools, templates, and educator-facing materials to support clarity and repeatable delivery at scale.
Education
University of Florida
Bachelor’s Degree
2006 — 2011
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