Logan Bolick, CFALogan Bolick, CFA, CFP®
Principal, Senior Wealth Advisor

Request an Appointment | Office Information

Logan is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Logan served as a Financial Advisor and Director of Research at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Logan is a Certified Financial Planner™ (CFP®), a CFA charter holder and a member of the CFA Society of North Carolina. He graduated from the University of North Carolina Chapel Hill with a bachelor’s degree in Business Administration with a concentration in Finance. As a student, Logan served as president of Kenan-Flagler’s Undergraduate Finance Club.  He is also an Eagle Scout.  Logan and his wife Sarah have two daughters.  Together, they enjoy traveling, cooking, and waking up early on Saturday mornings for Premier League football (soccer) matches.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...