Megan M. Logee, ChFC®
Senior Financial Advisor
"I aim to provide my individual and business-owner clients with broad options and comprehensive solutions to their financial questions. Empowering my clients gives them the confidence they need to make sound financial decisions."
Megan Logee, ChFC® serves as Senior Financial Advisor, providing financial planning and investment advice to new and existing clients. Megan is also responsible for building client relationships and facilitating client service needs. She has been with StrategicPoint since 2013.
Megan began her career in finance at Hammersmith and Fulham (H&F) in the UK in 2006, and before returning to the US in 2012, served as both Principle Accountant and Acting Finance Manager. At H&F, Megan obtained a designation as a PRINCE2® practitioner. At the end of her tenure at the firm, she was managing $52 million of government funding for children’s services through financial modeling and ongoing review and analysis with Service Managers and Directors for their individual budgets. She holds the Chartered Financial Consultant® designation, as well as the FINRA Series 65 license and RI, MA, CT, FL, NY, CO, NH and WA Life and Health Insurance Producers Licenses.
Megan is an active member of StrategicPoint’s Women’s Planning Initiative, an educational effort that is designed to help women become, and stay, financially independent. Her interests include promoting the need to build healthier communities by supporting local farms and projects in Rhode Island. She lives with her husband, Michael, in North Kingstown with their two sons.
Check out Megan’s most recent media appearance below: