Cws® William Logan

William Logan, CWS®, has over 30 years of experience in the financial industry. William began their career in 1993 at BayBank/BankBoston Private Banking & Trust/Now Bank of America as an Assistant Vice President in Business Development. William then moved on to Eastern Bank & Trust in 1996, where they served as Vice President & Trust Officer for two years.

In 1998, William joined BNY Mellon Wealth Management as a Portfolio Manager & Team Leader, where they worked for eight years. Following this, they spent eight years at Fidelity Investments - Family Office Services as a Relationship Manager.

In 2015, William joined Citizens Financial Group, Inc. as a Senior Vice President in Citizens Private Wealth Management. After three years, they transitioned to Ledyard Financial Advisors in 2018, where they held the position of Head of Private Banking & Brokerage for two years.

William then moved to Rockland Trust in 2020 as a Senior Financial Consultant, a position they held until 2023. Currently, they are working at Cambridge Trust Company as a Senior Vice President in Wealth Management.

William Logan, CWS®, has a Bachelor of Arts degree from Providence College. William also completed the CFP Program from Boston University's School of Financial Management. Furthermore, they obtained the Certified Wealth Strategist® certification from Cannon Financial Institute in 2017. In addition, William has additional certifications, including the Series 65 certification from the Financial Industry Regulatory Authority (FINRA) in 2016. However, it is not specified whether they obtained the Series 7 certification or the exact year.