R. Logan Waters, CBEC®
LPL Financial Planner
Logan Waters, Principal, offers business and enterprise financial planning, personal financial planning and investment management to business owners and families. Logan also consults with other professional advisors to help serve the various needs of their clients. Logan shares the “Serve First” philosophy, which means that he approaches clients with all the human understanding possible with one desire: to do the best job he can for that client.
Areas of Expertise
- Business Succession Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
Mission
“Acta Non Verba” - Deeds not words. We treat our clients’ wealth and planning needs as if it was our own and act as a catalyst to accomplish their goals from a cross disciplinary perspective.
Personal Information
Logan resides in Richmond, VA with his wife, Caryn, and children, Harrison and Libby. He is an avid golfer and a participant in the Richmond City Squash league.
Community Involvement
Logan participates in volunteer work and makes contributions to the American Heart Association, The Community Foundation of Central VA, and the American Red Cross.
Professional Involvement
He is also a member of the Professional Advisor Council for the Central VA Community Foundation and a member of the Next Estate Planning Group organized by the Central VA Community Foundation.
Certifications
- FINRA Registrations: Series 7 and 66 held through LPL Financial
- Life and Health Insurance Licensed
- Certified Business Exit Consultant (CBEC) designation
Education
Bachelor of Science, James Madison University