Matthew Logan
Senior Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Matthew Logan
My mission is to develop a wealth management plan with my clients so they can make sound and confident financial decisions to help them accomplish their life goals. Throughout my financial service experience of analyst, trader, portfolio manager, and now Financial Advisor, I have anchored my services on three principles: 1-Effective Communication, 2-Integrity based Professionalism, 3-Vigilant Market Education and Awareness. I received undergraduate degrees from the University of Texas at Austin in business and philosophy, and earned my MBA form the University of Houston with a concentration in Financial Services Management. I hold the FINRA series 7, 63, and 65 registrations. I have an amazing wife, Ashley, and two beautiful children, Makayla and Hinton. We live in Kingwood, TX with our yellow lab, Cali, and are a family of outdoor enthusiasts. We also enjoy sports, as well as rose and vegetable gardening. We are proud members of St. Martha\'s Catholic Church. Outside of work I am committed to serving my community. This was instilled at a young age by my parents, and continued with 2 years service in the US Peace Corps. I lived with the Ngabe Bugle community in Panama where I taught small business practices to local farmers.
Experience
Senior Financial Advisor, Vice President
Apr 2020 — Present
Education
University of Texas System
Bachelor's Degree
2002 — 2007
University of Houston System
Masters of Business Administration, MBA
2013 — 2015
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