Ben Logan, CFP®

Ben Logan, CFP®

Ben Logan is a Wealth Advisor at Waverly Advisors. He has been with the firm since the merger with BT Wealth Management in July 2022.  Ben is responsible for client relationship management, comprehensive financial planning, portfolio management and business development.

While at BT Wealth Management, Ben has shouldered a variety of responsibilities. In addition to his financial planning and portfolio management, he designed new strategies for portfolio rebalancing and followed up with the implementation of new software to execute those concepts. His combination of financial competency and technical ability has allowed him to work with all partners in an extensive capacity across a broad client base to provide complex financial planning and investment management.

Ben is a Certified Financial Planner (CFP®). In his spare time, he enjoys playing softball and other various recreational sports. He likes to spend his spring and summer supporting the Atlanta Braves and relaxing at Lake Burton. He dedicates his fall to UGA football and likes to finish off the year by running the Atlanta Thanksgiving Half Marathon.

Education

  • Bachelor of Science in Financial Planning
    University of Georgia, Athens, GA

Professional Affiliations

  • FPA- Financial Planning Association

Ask Me About

  • Retirement Planning
  • Investment Management
  • Lake Buton
  • Braves baseball or UGA football
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