
Robert "Logan" Waters
Estate and Succession Planning Strategy Specialist
Logan Waters is a Certified Business Exit Consultant® and Principal of Waters Wealth Consultants. He is also an investment advisor representative of Lincoln Financial Advisors Corp. Logan’s practice is concentrated on business exit and succession planning, including wealth accumulation and transfer strategies.
Logan is a member of The Resource Group, an invitation-only, nationwide network of the top financial planners within Lincoln Financial Advisors. He is also a member of Sagemark Consulting Private Wealth Services of Lincoln Financial Advisors which focuses on high-net-worth clients, The Business Intelligence Institute, which focuses on the needs of business owners, and is also a past board member of the Premier Partners Advisory Council.
Logan is a member of the Financial Planning Association, the NeXt Estate Planning Group of Richmond, and the Professional Advisor Council organized by The Community Foundation of Central Virginia. He is a past board member of RVA Pulse, the auxiliary board of The American Heart Association, and lives in Richmond with his wife, Caryn, and their two children, Harrison and Libby.
Logan Waters, CBEC® is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors and its representatives do not provide legal or tax advice. Waters Wealth Consultants is not an affiliate of Lincoln Financial Advisors Corp. CRN-4746853-051722.