Academy Financial, Inc.

CONNECT

Address:

1447 York Road
Suite 801
Lutherville, MD 21093

Phone:

410.825.0781

Fax/Other:

410.825.0034

R. Logan Waters, CBEC®

R. Logan Waters, CBEC®

Financial Planner

Achievements

  • Certified Business Exit Consultant or CBEC®
  • President’s Cabinet Qualifer - This internal award is based on sales as well as good standing within the firm and FINRA
  • Premier Partners member of Lincoln Financial Advisors -  Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
  • Premier Partners Advisory Council board member
  • B.S., James Madison University, 2003
  • Robert Logan Waters is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.
  • FINRA (NASD) Registrations: Series 7 (General Securities), Series 66 (Uniform Combined State Law License) and State Life and Health Insurance License 
  • Securities licensed in NC, SC and VA

Professional Associations

  • Member of The Resource Group - The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
  • Member of Sagemark Consulting Private Wealth Services - An internal Lincoln Financial Network organization of top planners.
  • Member of the Professional Advisor Council for the Central VA Community Foundation
  • Member of the NeXt Estate Planning Group organized by the Central VA Community Foundation

Personal

  • Resides in Richmond, VA with wife, Caryn, and children, Harrison and Libby
  • Board member of RVA Pulse, an affiliate board of the American Heart Association
  • Volunteer work and contributions to the American Heart Association, The Community Foundation of Central VA and the American Red Cross
  • Avid golfer and a participant in the Richmond city squash league

Logan is supported by a knowledgeable staff of professionals with years of experience in their specific areas. Logan's direct staff and Department Heads:

  • Cary Daly - Client Relationship Manager
  • Cathy Waters – Operations Manager
  • Mike Mesick CFP® – Director of Financial Planning Dept. of Academy Financial 
  • Edward Bird MBA, CFP® - Chief Investment Officer
Phone 804.253.1437
Fax 804.545.1560