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Logan Whitlock, CFP®

Logan Whitlock, CFP®

Financial Advisor

Logan helps his clients visualize and achieve their financial goals through a holistic, individualized planning approach. He is a graduate of Furman University in Greenville, South Carolina.  Logan is also a Military Intelligence Captain of the South Carolina Army National Guard. He is a CERTIFIED FINANCIAL PLANNERTM professional  and Chartered Retirement Planning Counselor (CRPC®), has passed the FINRA Series 7 and 66 exams and has both the NC Life & Health and NC Long-Term Care insurance licenses.