Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

Retirement

Waverly Advisors, LLC

Waverly Advisors, LLC's headquarters in Birmingham, AL, United States

Josh Reidinger

Clay McDaniel, CFA

James Lazenby

Justin Russell

Markus Sleuwen

Justin Snell

The Financial Planning Team at Waverly Advisors, LLC is dedicated to providing tailored financial strategies that encompass wealth management, retirement planning, and tax optimization. With a focus on personal and institutional client needs, team members work collaboratively to develop comprehensive financial plans that align with clients' goals and aspirations, ensuring a holistic approach to achieving financial security and growth.

Financial Planning Team

The Leadership Team at Waverly Advisors, LLC is responsible for setting the strategic direction and overall vision of the firm. This team collaborates to oversee investment strategies, ensure operational efficiency, drive technological innovation, and manage financial health, all while fostering a culture that prioritizes exceptional client service and sustainable growth. Collectively, they guide the firm's initiatives in personal wealth management, tax strategies, and institutional consulting to achieve long-term success for clients and stakeholders.

Leadership Team

The Finance and Accounting team at Waverly Advisors, LLC is responsible for managing the firm's financial operations, ensuring compliance with regulations, and providing accurate financial reporting. This team collaborates to oversee budgeting, forecasting, and investment analysis, while supporting the overall strategic goals of the firm through effective financial planning and oversight.

Finance and Accounting

The Client Services Team at Waverly Advisors, LLC is dedicated to delivering exceptional support and guidance to clients in managing their financial portfolios. They assist in addressing client inquiries, ensuring seamless communication between clients and advisors, and facilitating the implementation of personalized financial strategies. With a focus on building long-lasting client relationships, this team plays a crucial role in enhancing client satisfaction and trust in the firm’s services.

Waverly Advisors, LLC

Org chart

Teams

Financial Planning Team

Leadership Team

Finance and Accounting

Client Services Team

Offices

Waverly Advisors, LLC

Org chart

Teams

Financial Planning Team

Leadership Team

Finance and Accounting

Client Services Team

Offices

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