Broker Check
Logan  Bailey

Logan Bailey

Financial Consultant

My interest in financial services began amid difficult circumstances. Growing up, I was prepared to run my family's oil business when my stepdad passed away. Accompanying my mother to a local financial advisor, I witnessed "the value of good advice" – helping her triumph over tragedy.
Inspired by what I saw, I joined Edward Jones in 2017. Now at Cavu Wealth Advisors, I continue to serve accomplished women and men who followed me here – physicians and other medical professionals, business owners, teachers and professors (many with pensions), clients in the oil and gas industry, and generations of families in more than 20 other states.
Sadly, many clients are referred to me after suffering a tragedy – the loss of a spouse, a severe illness, divorce, or the loss of a job. Like me, most clients are fairly conservative and risk-averse. I only make recommendations I would feel confident in following myself. Being from a small town, I relate well to good people and believe clients trust me.

A rewarding retirement is a key concern for most of my clients. I build in-depth wealth and retirement planning strategies around each of my client's situations and ambitions – whether they want to enjoy a comfortable retirement lifestyle, create an enduring family legacy, or both. In addition, my proficiency in succession planning helps many business owners plan and prepare for liquidity events, or passing along their enterprises.

• The strong relationships I enjoy with clients. It's humbling to hear that clients appreciate my efforts.
• Being able to access the unsurpassed investment research of Merrill and the vast resources of Bank of America. I have everything I need to serve the best interests of each client.
• My family – my wife, Jessica, our three wonderful kids, two frogs and a Golden Doodle. In addition to coaching youth baseball and basketball, we enjoy serving our community in any way we can.