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:
- Maria Ingrande, FPQPTM - Registered 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