Logan Akin

Logan Akin
Financial Advisor Investment Services Group Truist Investment Services, Inc.

5727 Gantt Rd

Sarasota, FL 34233-3259

About me

Background

I offer clients more than ten years of financial services, retirement planning, and investment management experience. My focus is to advise clients on developing and implementing investment strategies that help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation to determine risk tolerance, form and execute an appropriate investment plan, and perform regular portfolio rebalancing to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Applied Economics; minor in Business and Communications
Florida State University

Personal Interests

A native of Sarasota, Florida, I enjoy spending my free time running, biking, playing tennis, and being with my wife, Stephanie, and two young children. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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