William Logan is a Vice President and Financial Consultant, and has been with Rockland Trust since 2020. Bill is responsible for evaluating client needs and goals to develop customized, long-term solutions to help build and protect their wealth.
Prior to joining Rockland Trust, Bill held senior positions at Ledyard Financial Advisors, Citizens Bank’s Private Wealth Group, Fidelity Investments and BNY Mellon Wealth Management. He began his career in investment sales, progressed to managing complex trust and investment relationships. Bill received his B.A. from Providence College and his Certificate in Financial Planning from Boston University. In addition to holding FINRA’s Series 7, 63 and 65 registrations, Bill is a Certified Wealth Strategist (CWS®).
Bill sits on the boards of the Lighthouse School, Inc. and the President’s Council of Providence College; he is a former Board member of the Rhode Island Historical Society, Girl Scouts of Southeastern New England, Norfolk & Plymouth Estate & Business Planning Council, the Economic Development Commission of Scituate and was a member of the Board of Selectman, the Finance Committee and head hockey coach in the Bantam A division in his hometown of Chelmsford, MA. He resides in Scituate, MA with his wife Kate and their three daughters, Shannon, Megan and Erin.