Logan Simmons

Senior Client Relationship Associate

Scottsdale, Arizona

He provides responsive client service, accurate account support, and clear communication. Working closely with advisors, he helps deliver a consistent and seamless client experience.
He earned a bachelor’s degree from Barrett, The Honors College at Arizona State University. He collaborates across the service team to support onboarding, account maintenance, and timely follow-up.
He takes an organized, detail-oriented, and client-focused approach. He streamlines processes, communicates proactively, and helps ensure requests are handled efficiently and accurately.
Logan enjoys staying up to date on financial trends, spending time with friends and family and traveling abroad to experience new cultures when outside of work.