LM

Logan Mitchell

Financial Planning Director

Logan Mitchell, CFP®, is a Financial Planning Director with a strong background in wealth management and financial consulting. They co-founded TakeOff Technology Consulting, assisting clients in transforming ideas into mobile applications, and gained extensive experience as a Wealth Advisor Associate and Vice President at Morgan Stanley. Logan has a Bachelor of Business Administration in Finance from Howard University and has completed various financial consulting roles, providing budgetary and analytical recommendations for small businesses. They are committed to simplifying complex financial circumstances for their clients.

Location

Houston, United States

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