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Making a Difference

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.  I feel a commitment to my community.

My team approach adds perspective to all I do and provides increased benefits to clients.

Meet the Team

Jay V. Logan, CFP®

Director

(941) 906-2838

jlogan@rwbaird.com

Jay attended the University of Florida where he graduated with a bachelor’s degree in Finance and an emphasis in Risk Management. He joined Barnett Bank and served 12 years rising to a Senior Vice President. During his...
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Kelli Mason Bowles, CFP®

Sr. Client Specialist

(941) 906-2838

kmasonbowles@rwbaird.com

Bringing over 25+ years of experience in private wealth management to Baird, Kelli started her career at Dean Witter in Sarasota in 1993.  Prior to joining Baird in 2018, she was a partner and a managing principal for an...

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