Logan Conroy

Logan B. Conroy
Financial Advisor Investment Services Group Truist Investment Services, Inc.

4110 Brambleton Ave

Roanoke, VA 24018-3401

About me

Background

Logan Conroy is a Financial Advisor with Truist Investment Services, Inc., offering clients an array of financial services, including comprehensive financial planning, retirement planning, and investment management. 

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

Education

Bachelor of Business Administration
Roanoke College 2010

Personal Interests

Logan is an alumnus of Roanoke College, where he studied business administration and developed a love for finance, and now calls South Roanoke home. When he's not busy helping clients, you can find Logan honing his skills on the golf course or flower gardening around his home.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Accomplishments

Presidents Cup Award
BB&T Investments now Truist 2018
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