To begin, they will learn the basic administrative and clerical duties, the software and processes we utilize, and our client service model. Both Logan and Kyle will study to earn their licenses and transition to an associate financial advisor role to assist our Wealth Advisors. We think it is of the utmost importance that all of our interns understand all aspects of our business, our culture, and the way in which we serve our clients.
A little more about Logan:
Logan had a great “fun fact” about himself: he has lived in several South Eastern states! Over his lifetime, he has been located in Alabama, Georgia, Florida, Virginia, and of course Tennessee! He moved to Knoxville in 2011 to attend UT. His major is Finance with an Accounting collateral.
Logan says the things he enjoys most, when not working or studying, are playing golf, off-roading in his Jeep, visiting his family, and playing with his dog!
More about Kyle:
Kyle is originally from Franklin, Tennessee- which is just outside of Nashville. He was born and raised there. Kyle’s “fun fact” is that he was an All American Pole Vaulter in high school! He attended Franklin High School. He moved to Knoxville in 2012 to attend UT. Kyle’s major is Finance, as well.
When the weather is warm, Kyle spends a lot of his free time on the lake. He also loves UT football and attends every game he can. He enjoys spending time with his family and friends.