Gavin Gillison, CFP®

Partner, Wealth Advisor, Director of Financial Planning at Waverly Advisors, LLC at Waverly Advisors, LLC

Gavin Gillison, CFP® has a diverse range of work experience in the financial planning and investment industry. Gavin is currently serving as a Partner, Wealth Advisor, and Director of Financial Planning at Waverly Advisors, LLC, where they have been since January 2023. Prior to this role, they held the position of Director of Financial Planning and Senior Client Consultant at Waverly Advisors, LLC from December 2021 to December 2022.

Before joining Waverly Advisors, LLC, Gavin worked at Warren Averett Asset Management for nearly a decade. Gavin started as a Financial Planner in November 2012 and eventually rose to the position of Director of Financial Planning and Senior Client Consultant. However, their tenure at Warren Averett Asset Management came to an end in December 2021.

Gavin's career in the finance industry began as an Analyst at an Investment Firm, where they worked from December 2011 to November 2012.

Overall, Gavin Gillison has demonstrated a strong commitment to financial planning throughout their career, showcasing their expertise and leadership abilities in various roles within the industry.

Gavin Gillison, CFP®, holds a Master of Science (MS) degree in Family Financial Planning and Counseling from The University of Alabama. Additionally, they obtained a Bachelor of Science (BS) degree in Finance from the University of Alabama at Birmingham.

Links

Timeline

  • Partner, Wealth Advisor, Director of Financial Planning at Waverly Advisors, LLC

    January, 2023 - present

  • Director of Financial Planning/ Senior Client Consultant at Waverly Advisors, LLC

    December, 2021