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Logan DeVicente, CFP

Financial Advisor, Managing Director - Investments

Bringing Confidence to Your Investment Planning

As a Certified Financial Planner® with nearly 20 years of experience, I partner with Jackie Messado, a Registered Client Associate with a similar tenure, to deliver personalized financial guidance. Backed by a dedicated team, we offer support across investment planning, trust services, philanthropic strategies, mortgage solutions, and more.

Meet Our Team

Services

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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Individual Retirement Account (IRA)

An IRA lets you save for your retirement and take advantage of tax benefits. Find out ideas on how we can help you reach your retirement goals with an IRA.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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Family at dock

Help preserve your family’s legacy

Explore strategies that will help make it last.

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