Logan Beck

Financial Planning Analyst

Role
Associate Wealth Management Advisor and Financial Planning Analyst at Aria Financial Services
Location
Pinehurst, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Logan Beck

I work with clients to identify their financial needs and implement solutions to make…

Experience

  1. Associate Wealth Management Advisor and Financial Planning Analyst

    Aria Financial Services

    Jun 2024 — Present · Raleigh, NC, US

Education

  • University of North Carolina Wilmington

    Bachelor of Science (BS), Business Administration and Management, General

    2006 — 2010

Skills

  • Business Planning
  • Disability Insurance
  • Life Insurance
  • Financial Services
  • Strategic Planning
  • Social Media
  • Public Speaking
  • Microsoft Office
  • Sales
  • Event Planning
  • Time Management
  • Marketing
  • Microsoft Word
  • Financial Planning
  • Leadership
  • Customer Service
  • Microsoft Excel
  • Powerpoint

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Logan Beck — Associate Wealth Management Advisor and Financial Planning Analyst at Aria Financial Services in Pinehurst, NC, US | Unifers