BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling

BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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BNI SW Florida has been named a VETERAN FRIENDLY business by Green Zone Hero


BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
Ph: (941) 755-6258

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Gayle Logan

Phone 941-906-2842
Toll Free 888-366-6603
Fax 941-366-6193

Gayle Logan
Robert W Baird, Private Wealth Management
One SarasotaTower
2 North Tamiami Tr. Suite1200
Sarasota, Florida 34236

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Gayle Logan

Robert W Baird, Private Wealth Management
Chapter: BNI Trusted Professionals

Financial, Financial Advisor/Consultant

My BusinessI provide guidance to individuals to help them achieve the financial freedom and security to make the life choices they desire.Our first step is to work together to create a personalized financial plan. I recognize that every person has a unique set of financial goals and concerns. I partner with individuals and families to pinpoint their objectives and then work to tailor the plan around those specifics. Next we keep these personal financial goals in the forefront as we develop and implement the investment portfolio. We will follow with periodic portfolio reviews to make sure everything stays on track. Together we'll work on a plan to best meet your needs. My goal is to help you reach yours.

Ideal ReferralSuccessful professionals who are 10 - 20 years from retirement and want to start focusing on retirement. I offer a second opinion on existing retirement plans to make sure they are on the right track. I also provide guidance for successful business owners in developing or reviewing their employer retirement plan.