Logan Dimitrie
Connect with Logan: Email
Client Service Manager
Logan Dimitrie is a Client Service Manager at Center for Financial Planning, Inc.® He became interested in The Center after competing in the North American Corporate Chess League as part of The Center and Raymond James Chess Team. After meeting a few of The Center’s team members, he was excited to join a group that truly exudes their company’s values. He joined The Center in January 2022.
Logan made the jump from the senior living industry to the financial services industry in December 2018, when he joined the Retirement Plan Services team in the Raymond James operations office. Working as a Senior Retirement Plan Service Associate offered him the opportunity to learn about many of the intricacies involved with Individual Retirement Accounts while supporting advisors, planners, and service associates along the way. At The Center, he plans to combine his love for supporting seniors, advisors, and team members with his retirement account experience to provide exceptional service.
Logan and his fiancée, Sarah, live in Fraser with their dog. They love to play all kinds of board games and go on bicycle rides when the weather is nice.
Education:
Associate of Business Administration, Oakland Community College
Bachelor of Business Administration, Management, Walsh College
Awards:
RJFS Outstanding Branch Associate for the second quarter of 2023
AREAS OF FOCUS & INTEREST:
Supporting Financial Planners
Providing excellent service to clients, both internal and external
Individual Retirement Accounts
Financial Independence and Retirement Planning
Back office liaison
Long-term care planning and the aging process as it relates to financial planning
Financial Independence and Early Retirement (FIRE)
Financial Wellness and Life Satisfaction
Community Involvement:
Noon Optimists of Auburn Hills, volunteer
The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams. Each year, three winners are selected and recognized during this year's National Conference for Professional Development. To be considered for this award, Branch Professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.