Logan Bennis

Team Member

Logan Bennis

FINANCIAL ADVISOR

With experience in market analysis, as well as equity and fixed income analysis, Logan provides

valuable insight as a registered representative. Logan currently holds his Series 7, Series 66, and Series 24 licenses. He also has his health, life and variable annuity insurance license and brings invaluable knowledge regarding various life, annuity and long-term care insurances. Along with various equity and insurance knowledge, Logan loves assisting clients in their full financial planning process,

including retirement planning, and 401(k) planning, taking an individualized approach for each family.

Like his parents, Logan was born in Clearwater and has a deep passion for the area in which he resides.

This drives his enthusiasm to be active in the community. He is currently a Rotarian, aiding various charitable organizations, and loves to donate his time to Metropolitan Ministries, aiding those that are less fortunate. In his free time, Logan enjoys surfing, mountain biking, attending concerts of any genre, photography, and spending time with his two younger siblings and girlfriend.

Logan’s passion for personal finance and helping the families we serve stems from seeing various adverse financial events in his childhood but also seeing them be overcome. This has driven his desire to absorb as much knowledge as he can regarding personal finance. His number one goal is to equip his loved ones, friends, and the families we serve with well rounded, individualized

financial plans to help you in achieving your financial goals.

Logan graduated from the University of South Florida with his bachelor’s degree in Health Science and a concentration in Business Administration/Finance. He served as president of USF’s Kappa Sigma Fraternity, organizing events to raise over $20,000 for various charities in his one-year term.

Logan served as an intern for GreenBridge in the fall of 2020 before joining the team full time at the start of 2021. He is currently studying to obtain a CFP designation.

Dave Ramsey’s SmartVestor Pro program is a nationwide directory of investment professionals. Ramsey

Solutions and SmartVestor are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.