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Logan B. is listed as Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist at IBC Bank, a company with 1511 employees, based in Oklahoma City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Logan B..
Logan B. previously worked as Senior Wealth Manager at Ibc Bank and Associate Vice President - Investments at Wells Fargo Advisors. Logan B. studied at Oklahoma State University.
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My team focuses on building tailored comprehensive investment plans for businesses, trusts and high net-worth individuals. We collaborate with our clients to help decipher the correct risk tolerance, liquidity needs, and investment mix to help achieve their corresponding goals. I personally take pride in walking you through each of your financial phases in life. From planning, to investing, to protecting, and ultimately transitioning your wealth to the next generation, we want to be with you every step of the way. Feel free to reach out if you believe we can aid you in the pursuit of your financial goals.Outside of the office, you can find me hiking the hills or swimming in waterfalls in the surrounding areas with my wife, Jillian. Also, we are active members of the Church of Christ and are likely to be spotted at one of the locally owned restaurants or shops in Oklahoma City.This information is intended for use only by residents of Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Michigan, Minnesota, Mississippi, Missouri, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia. Please contact me by e-mail at l.bailey@lpl.com
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Oklahoma City, Oklahoma, United States
I oversee investment portfolio construction and management for 24 IBC Bank branches spanning across Oklahoma and Texas.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance.
Other employees you can reach at ibc.com. View company contacts for 1511 employees →
Deyanira Borrego
Colleague at Ibc BankEagle Pass, Texas, United States, United States
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Nathan Shine
Colleague at Ibc BankLos Angeles, California, United States, United States
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April Castillo
Colleague at Ibc BankBay City, Texas, United States, United States
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Sipriano Gonzalez
Colleague at Ibc BankSan Antonio, Texas Metropolitan Area, United States
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Bob Jones
Colleague at Ibc BankIndependence, Missouri, United States, United States
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Felishia Abrego
Colleague at Ibc BankHouston, Texas, United States, United States
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Idilia Wheat
Colleague at Ibc BankMcallen, Texas, United States, United States
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Adrian Garza
Colleague at Ibc BankLaredo, Texas, United States, United States
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Carson Farrell
Colleague at Ibc BankDel Rio, Texas, United States, United States
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Crysta Daniel
Colleague at Ibc BankPortland, Texas, United States, United States
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Logan B. works for IBC Bank.
Logan B. is listed as Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist at IBC Bank.
Logan B. is based in Oklahoma City Metropolitan Area, United States, United States while working with IBC Bank.
Logan B. has worked for Ibc Bank and Wells Fargo Advisors.
Logan B.'s colleagues at IBC Bank include Deyanira Borrego, Nathan Shine, April Castillo, Sipriano Gonzalez, and Bob Jones.
You can use AeroLeads to view verified contact signals for Logan B. at IBC Bank, including work email, phone, and LinkedIn data when available.
Logan B. studied at Oklahoma State University.
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