Logan Swallow
Associate Financial Advisor @Allworth Financial
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WORK HISTORY
Associate Financial Advisor @Allworth Financial
Indianapolis, IN, US
As an Associate Advisor at Allworth Financial, I support Financial Advisors in delivering comprehensive financial planning and relationship management for existing clients. I assist with plan development, research, and implementation to ensure a high level of client service. I assist in managing ongoing relationships while uncovering new opportunities.
EDUCATION
University of Indianapolis
Bachelor of Science - BS, Finance
University of Indianapolis
Master of Business Administration - MBA, Organizational Leadership
The University of Texas at Austin
Financial Planning
ABOUT LOGAN SWALLOW
As an Associate Advisor at Allworth Financial, I support Financial Advisors in delivering comprehensive financial planning and relationship management for existing clients. I assist with plan development, research, and implementation to ensure a high level of client service. I\'m also actively pursuing the CFP® designation to advance my professional expertise.
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