Scott Logan

Senior Wealth Manager at HoganTaylor Wealth

Role
Senior Wealth Manager at HoganTaylor
Location
Edmond, OK, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Scott Logan

Peace and purpose are what drives me, personally and professionally. Serving clients as…

Experience

  1. Senior Wealth Manager

    HoganTaylor

    Apr 2017 — Present · OK, US

    I provide fee-only, fiduciary based wealth management advice and services. Thank you to anyone who has offered to endorse me via Linked In, but I cannot accept them due to SEC compliance restrictions.

Education

  • Vanderbilt University

    B.A., Economics

    1987 — 1991

Skills

  • Mutual Funds
  • Asset Allocation
  • Risk Management
  • Estate Planning
  • Small Business
  • Financial Advisory
  • Finance
  • Financial Planning
  • Portfolio Management
  • Retirement
  • Strategic Financial Planning
  • Wealth Management
  • Investment Advisory
  • Investments
  • Strategic Planning
  • Retirement Planning
  • Investment Strategies

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Scott Logan — Senior Wealth Manager at HoganTaylor in Edmond, OK, US | Unifers