Waverly Advisors, LLC logo

Waverly Advisors, LLC jobs and careers

Birmingham, AL, United States

About Waverly Advisors, LLC

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.

Founded
1999
Employees
125
Headquarters
Birmingham

Leadership

The top of Waverly Advisors, LLC's org chart, with how many people report into each leader.

JRPhoto of Josh Reidinger

Josh Reidinger

Chief Executive Officer

98 reports

JRPhoto of Justin Russell

Justin Russell

Partner and President

57 reports

JL

James Lazenby

Chief Financial Officer

14 reports

CC

Clay McDaniel, CFA

Partner, Chief Investment Officer

14 reports

JSPhoto of Justin Snell

Justin Snell

Chief Operating Officer

8 reports

MSPhoto of Markus Sleuwen

Markus Sleuwen

Chief Compliance Officer

1 report