Joseph Logsdon, CFP®
Vice President, LPL Financial Advisor
Joseph Logsdon joined American National Bank of Texas in April of 2005 as a Financial Consultant for the Wealth Management Group Division. His service, here at the bank, reflects his dedication to helping families work toward achieving financial flexibility and his desire to see small businesses in his community grow to their full potential.
Joseph’s approach to helping his clients build appropriate investment portfolios is based heavily on a disciplined approach. He is skilled at both providing comprehensive wealth management services in a local community banking environment, and serving small businesses with a full range of retirement plan and executive benefit solutions. When asked to explain his approach to assisting his customers, he says, “I focus on discipline and perspective when it comes to helping my client’s invest. I help customers properly analyze their total financial picture in order to align how their wealth is working with their unique goals and objectives.”
Joseph is passionate about providing financial advice that is in the best interest of his client’s. He enjoys being able to build long term relationships with the families and small business owners that he has the opportunity to work with.
Joseph has been recognized multiple times as a Five Star Best Wealth Manager in the Texas Monthly Magazine*. Outside of his work at ANBTX, Joseph is actively involved in several mentoring programs and services offered through his church. He is also a member of the McKinney Chamber of Commerce, and the First Baptist Church of McKinney.
Joseph has a Bachelor of Business Administration in Finance and Management Information Systems from Baylor University. In addition to his education, he holds the following designation, registrations and licenses:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and 66 registrations with LPL Financial
Life Accident & Health Licenses.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, IA, MS, OH, OK, TN, TX, WA.
*Recognized for award in 2012, 2013, 2014, 2015, 2016 and 2017. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2016/2017 Five Star Wealth Managers.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member) FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates.
American National Bank of Texas and Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management Group and may also be employees of American National Bank of Texas. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of American National Bank of Texas or Wealth Management Group. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency
|Not Bank Guaranteed
||Not Bank Deposits or Obligations
||May Lose Value