LOGAN N. SOLL
Logan serves as a Client Relationship Manager at Liberty Wealth Advisors®. He is passionate about Servant Leadership and demonstrates this in his service to our clients and teammates. He believes that customer service is an art and vital to building and strengthening relationships with our clients.
Prior to joining Liberty Wealth Advisors®, Logan was a Client Services Associate for leading international financial services firms in Beverly Hills, CA, and Savannah, GA. He is dedicated to designing and improving customized service solutions for his teams. Additionally, Logan specializes in implementing digital capabilities for both clients and Financial Advisors.
Logan holds his Series 7 and Series 66 designations and graduated from San Francisco State University. He also spent time studying global business abroad at the HAN Business School in Arnhem, Netherlands.
Areas Of Experience:
- Client Relationship Management
- Financial Services Technology
- Client Service Best Practices and Process Improvement
- Financial Industry Operations
- Account Distributions & Contributions
- Custodian Forms
- Account Openings & Transfers