Logan Morrow is a financial advisor with Sequent Planning, based in Saratoga Springs NY.
Logan works with clients to secure their financial futures through the implementation of various investment, insurance, social security and Medicare strategies. Prior to joining Sequent Planning, Logan worked for five years in the New York branch office of UBS Asset Management in a marketing and communications capacity.
Prior to UBS, Logan additionally worked in marketing roles for Lazard Asset Management and AllianceBernstein. Logan holds a Master of Public Administration from the City University of New York at Baruch College, and he is a graduate of the executive education program at the Tuck School of Business at Dartmouth College. An accomplished financial professional, Logan takes pride in showing his clients the possibilities of their financial futures.
Areas of Focus
- Retirement Planning
- Wholistic Financial Planning
- Risk Management
Education & Credentials
- Master of Public Administration (MPA), The City University of New York, Baruch College
- Executive Education Certificate, The Tuck School of Business at Dartmouth College
Personal Interests
- Traveling
- Reading
- Walks with my Shetland Sheepdog, Chloe
- Spending time with friends and family