Welch Hornsby congratulates Daniel Logan, client advisor, on the successful completion of his Certified Financial Planner™ (CFP®) certification, indicating significant understanding and expertise in personal financial planning. Daniel’s certification complements Welch Hornsby’s team of credentialed professionals who hold leading industry designations, including CFP®, CFA, CPA, CPWA®, CDFA, AIF®, and AEP®.
“Daniel is a tremendous asset to our team with a strong understanding of the principles and strategies required to serve high-net-worth individuals and families in financial planning,” said Brandy Hydrick, leader of the firm’s Financial Planning Practice. “His work is driven by a genuine desire to serve our clients and continually achieve financial objectives that build and preserve wealth.”
CFP® certification is reserved for financial planners who have met rigorous professional standards and have completed the four components of certification: education, examination, experience and ethics. Daniel has successfully completed each component and acquired the experience requirement under the guidance of Welch Hornsby’s team of experienced founders, strategists and advisors.
Daniel supports Welch Hornsby’s Wealth Management practice, which integrates personalized financial planning and portfolio management to provide comprehensive financial expertise. Experienced client advisors pair innovative financial planning processes with proven investment strategies to provide financial expertise that protects and preserves wealth, and prepares our clients for economic transitions while achieving financial objectives. For over 30 years, Welch Hornsby has provided financial consultation to high-net-worth individuals and their families, as well as young and established professionals.
Daniel is a summa cum laude graduate of the University of Alabama with a Bachelor of Science in Commerce & Business Administration with a major in Finance and a concentration in Personal Wealth Management. He is a member of Rotaract Club of Birmingham and the Financial Planning Association of North Alabama where he serves as Next Gen Director.
About Welch Hornsby
Welch Hornsby is an independent financial services firm offering a tailored approach to individual wealth management and institutional asset management. For over 30 years, the firm has provided financial consultation to individuals, families and institutions. Its comprehensive offerings include financial planning, portfolio management, institutional investment strategy and corporate retirement plan fiduciary services. Welch Hornsby has offices in Montgomery and Birmingham, Alabama, and Charlotte, North Carolina, and serves clients in more than 15 states. To learn more about the firm, visit welchhornsby.com .
Media Contact: Markstein – Allison Lavender | email@example.com | 205.841.1821
Welch Hornsby is not a tax advisor. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor. Welch Hornsby does not provide tax or legal advice, rather we will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.