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Logan B. Email & Phone Number

Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist at IBC Bank

Location: Oklahoma City Metropolitan Area, United States 2 work roles 1 school

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✓ Verified July 2026 3 data sources Profile completeness 86%

Current company

IBC Bank

Role

Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist

Location

Oklahoma City Metropolitan Area, United States

Company size

1511 employees

Who is Logan B.? Overview

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Quick answer

Logan B. is listed as Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist at IBC Bank, a with 1511 employees, based in Oklahoma City Metropolitan Area, 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.

Company email context

Email format at IBC Bank

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IBC Bank

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Profile bio

About Logan B.

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

Current workplace

Logan B.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ibc Bank

Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist

laredo, texas, united states

Website

ibc.com

Employees

1511

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Company profile

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2 roles

Logan B. work experience

A career timeline built from the work history available for this profile.

Senior Wealth Manager

Current

Ibc Bank

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 products are offered through LPL or its licensed affiliates. IBC Bank and IBC Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using IBC Investment Services, and may also be employees of IBC Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, IBC Bank or IBC Investment Services. Securities and insurance offered through LPL or its affiliates are:· Not Insured by FDIC or Any Other Government Agency· Not Bank Guaranteed· Not Bank Deposits or Obligations· May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jan 2023 - Present

Associate Vice President - Investments

Wells Fargo Advisors

Nov 2016 - Jan 2023

Team & coworkers

Colleagues at IBC Bank

Other employees you can reach at ibc.com. View company contacts for 1511 employees →

FA

Felishia Abrego Colleague at Ibc BankHouston, Texas, United States View → BJ

Brenda Johnson Colleague at Ibc BankGreater Chicago Area, United States View → SS

Stephanie Sanyos Colleague at Ibc BankMississauga, Ontario, Canada View → NI

Norma Irizarry Flores Colleague at Ibc BankPuerto Rico View → KS

Kelvin Scott Colleague at Ibc BankLagos, Lagos State, Nigeria View → NS

Norma Sanchez Colleague at Ibc BankLaredo, Texas, United States View → EM

Emily Murphy Colleague at Ibc BankGreater Amarillo Area, United States View → GH

Ginger Hill Colleague at Ibc BankPortland, Texas, United States View → WM

Willie Martinez Colleague at Ibc BankLaredo, Texas, United States View → TT

Terri Terri Yaklin Colleague at Ibc BankSan Antonio, Texas, United States View →

1 education record

Logan B. education

Oklahoma State University

FAQ

Frequently asked questions about Logan B.

Quick answers generated from the profile data available on this page.

What company does Logan B. work for?

Logan B. works for IBC Bank.

What is Logan B.'s role at IBC Bank?

Logan B. is listed as Generational Wealth Manager | Senior Financial Advisor | Risk Management | Capital Allocation Specialist at IBC Bank.

Where is Logan B. based?

Logan B. is based in Oklahoma City Metropolitan Area, United States while working with IBC Bank.

What companies has Logan B. worked for?

Logan B. has worked for Ibc Bank and Wells Fargo Advisors.

Who are Logan B.'s colleagues at IBC Bank?

Logan B.'s colleagues at IBC Bank include Felishia Abrego, Brenda Johnson, Stephanie Sanyos, Norma Irizarry Flores, and Kelvin Scott.

How can I contact Logan B.?

You can use AeroLeads to view verified contact signals for Logan B. at IBC Bank, including work email, phone, and LinkedIn data when available.

What schools did Logan B. attend?

Logan B. studied at Oklahoma State University.

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