WALL ADVISORS - Key Persons
Job Titles:
- Partner, Wealth Advisor / Birmingham
Aaron Nelson has been with Waverly Advisors since 2015 and serves as a Wealth Advisor for the Firm's former Emerant Wealth Division. His primary responsibilities include developing client relationships, assisting with clients' comprehensive financial planning and managing investment portfolios for investors. Aaron has over 22 years of experience as an investment consultant and has previously worked for Morgan Keegan and AMN Investments. Aaron and his wife reside in Birmingham and have three children, two of which are twins.
Education
Bachelor of Science in Mathematics- The University of Georgia, Athens, GA
Aleicia Hornsby joined Waverly Advisors in 2014 and is an Operations Manager with the firm. Her role requires an holistic understanding of all departments that merge on a day-to-day basis to support her team to achieve the best result in client centric service. Aleicia coordinates multiple client focused platforms that allow for effective and efficient knowledge transfer and information flow within the organization.
Job Titles:
- Client Service Associate / Birmingham
Allan joined Waverly Advisors in December of 2023 and currently serves as a Client Service Associate in our Birmingham office. Having worked many years in the financial industry, his experience allows him to serve clients effectively and efficiently. In this role, he works directly with a variety of custodians where he establishes, maintains, and updates all new and existing client accounts. He most enjoys meeting and learning about our clients and then serving them to the best of his ability.
Allan is a huge sports fan with an extensive list of favorite teams. He enjoys reading sports and suspense novels and spending time with his family. He currently resides in Birmingham with his wife and two children.
Education
Bachelor of Science in Sport & Fitness Management
Job Titles:
- Senior Operations Manager / Birmingham / Merrillville
Alyssa joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Senior Operations Manager at Waverly.
Her role requires an holistic understanding of all departments that merge on a day-to-day basis to support her team to achieve the best result in client centric service. Alyssa coordinates multiple client focused platforms that allow for effective and efficient knowledge transfer and information flow within the organization.
Job Titles:
- Data Migration Specialist
- Data Migration Specialist / Birmingham
Amanda Dilworth returned to Waverly Advisors in November 2022, joining the Integration team as Data Migration Specialist. She was previously with the firm from 2010-2021, serving in Retirement Plan Administration.
As an Integration team's Data Migration Specialist, Amanda is responsible for the architectural design, development, and data migration from acquired firms' systems into Waverly systems. Amanda also leads projects firm-wide, addressing the various aspects of migrating data from legacy custodians, portfolio accounting, and CRM systems to current systems. She is also our firm's subject matter expert in DocuSign.
Amanda and her husband reside in Richardson, Texas with their two dogs Nibbler and Elle Wood. In their free time they enjoy local breweries and league bowling.
Education
Bachelor of Science in Business Administration- University of Texas, Dallas, TX
Ask Me About
Amber is an Executive Assistant at Waverly Advisors. She has been with the firm since December 2022 when Waverly merged with Sandifer Wealth Management. Amber began working with Sandifer in 2007 and after taking a few years off, she rejoined the team in 2022. She is responsible for greeting visitors and delivering exceptional service to our clients. Outside the office, she enjoys the quiet, farm life while spending time with her husband, Greg, and their two children.
Education
Bachelor of Science- University of South Alabama, Mobile, AL
Amy Pollard is Senior Paraplanner with Waverly Advisors.
Amy's primary responsibilities include coordinating and interacting with clients on a variety of financial matters including retirement planning, investment management and estate reviews. Amy resides in the Oak Mountain area with her husband and two children.
Education
Jacksonville State University
Job Titles:
- Principal, Director of Compliance / Birmingham
Andrea has been with Waverly Advisors since 2011. She serves as Director of Compliance and is a Principal of the Firm. Andrea is responsible for overseeing and monitoring the implementation of the Firm's compliance program. She manages the Firm's core compliance processes, including risk assessments, testing of relevant regulations, and overall compliance with rules and regulations. Andrea provides guidance and training on compliance matters to promote and maintain the Firm's culture of compliance.
Education
Bachelor of Science in Commerce & Business Administration
Job Titles:
- Senior Compliance Associate / Birmingham
Anna Lashley has been with Waverly Advisors since 2016 and serves as a Senior Compliance Associate. Anna assists Waverly's Chief Compliance Officer with reviewing regulatory compliance requirements, implementing policies and controls, and educating employees about regulatory requirements. Anna resides in Homewood, AL.
Education
Bachelor of Science, Marketing- University of Alabama at Birmingham, Birmingham, AL
Job Titles:
- Senior Client Service Associate / Montgomery
Anneliese Roemer has been with the Firm since 2007 in the financial services field and currently serves as a Senior Client Service Associate with Waverly Advisors. Her greatest joy is interacting with clients and supporting her teammates.
Education
Certificate of Completion in Design
The Art Center, Albuquerque, NM
Job Titles:
- CFP® Director of Client Experience
Job Titles:
- Senior Client Service Associate / Jackson
Waverly Advisor's Atlanta investment management team is dedicated to providing our clients with an independent and comprehensive asset management service. Waverly Advisors is a fee only financial advisor, which means that our Atlanta wealth management team is 100% independent, free from quotas, fund restrictions and proprietary products. Because of Waverly Advisor's fee only status, every financial solution that is put into place for our clients is designed to serve their best interests.
At Waverly Advisors, our team of financial advisors understands that wealth management isn't just about numbers. That's why our team is committed to not only understanding data and trends; they're committed to understanding you.
Our customized wealth management solutions are designed for our clients with their specific goals in mind because our advisors are dedicated to helping them thrive. At the end of the day, our mission and promise is to help you accomplish what's most important to you. You have goals that are unique to you and your family. Our team believes that your financial planning should reflect that, and they are committed to helping you see those goals become reality. We believe that no one else will root harder for you than the financial advisors and wealth management professionals at Waverly Advisors.
Job Titles:
- Senior Client Service Associate / Jackson
Job Titles:
- Partner, Wealth Advisor / Jackson
Job Titles:
- Partner, Senior Director of Portfolio Management / Birmingham / Chicago
Job Titles:
- Partner, Chief Information Officer / Birmingham
Job Titles:
- Associate Wealth Advisor / Colorado Springs
Job Titles:
- PFS, CFP® Partner, Wealth Advisor
Job Titles:
- Partner, Wealth Advisor, Regional Director / Colorado Springs
Job Titles:
- Associate Financial Planner / Birmingham
Job Titles:
- CFP® Partner, Regional Director
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Associate Financial Planner / Merrillville
Job Titles:
- Client Service Associate / Merrillville
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Partner, Chief Investment Officer of Private Markets
Job Titles:
- Associate Financial Planner
Job Titles:
- Investment Analyst / Birmingham
Job Titles:
- Executive Assistant / Jackson
Job Titles:
- Financial Planner / Birmingham
Job Titles:
- Partner, Wealth Advisor / Atlanta
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Client Service Associate / Colorado Springs
Job Titles:
- Senior Client Service Associate / Birmingham
Job Titles:
- Retirement Planning Specialist
Job Titles:
- Senior Client Service Associate / Jackson
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- CFP® Partner, Regional Director, Wealth Advisor
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- CWS Partner, Wealth Advisor
Job Titles:
- Senior Client Service Associate / Birmingham
Job Titles:
- CFP® Wealth Advisor
- Wealth Advisor
Job Titles:
- CFP® Partner, Wealth Advisor, Director of Financial Planning
Job Titles:
- CFP® Senior Financial Planner
Job Titles:
- Partner, Wealth Advisor / Birmingham
Job Titles:
- PFS, CFP® Partner, Regional Director, Wealth Advisor
Job Titles:
- Associate Wealth Advisor / Austin
Job Titles:
- Private Fund Associate / Atlanta
Job Titles:
- CFP® Partner, Chief Technology Officer, Wealth Advisor
Job Titles:
- CFP®, AEP Partner, Wealth Advisor
Job Titles:
- QPFC Partner, Retirement Plan Advisor / Birmingham
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Partner, Chief Financial Officer / Birmingham
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Client Service Manager / Pensacola
Job Titles:
- Receptionist / Birmingham
Job Titles:
- Billing Manager / Birmingham
Job Titles:
- CFP®, CRPC® Partner, Wealth Advisor
Job Titles:
- Partner, Retirement Plan Advisor
Job Titles:
- Information Security Manager / Birmingham / Merrillville
Job Titles:
- CIPM Senior Investment Analyst / Pensacola
Job Titles:
- Partner, Chief Executive Officer / Birmingham
Job Titles:
- Investment Analyst / Birmingham
Job Titles:
- Partner, Regional Director, Wealth Advisor / Jackson
Job Titles:
- Partner, Chief Operating Officer / Birmingham
Job Titles:
- CIMA Partner, President / Birmingham
Job Titles:
- Investment Analyst / Merrillville
Job Titles:
- Senior Client Service Associate / Austin
Job Titles:
- Senior Fund Accountant / Atlanta
Job Titles:
- Senior Integration Manager / Birmingham
Job Titles:
- Partner, Regional Director, Wealth Advisor / Huntsville
Job Titles:
- Annual Plan Review Specialist / Birmingham
Job Titles:
- Director of Integration / Birmingham
Job Titles:
- AAMS® / AWMA® Wealth Advisor
Job Titles:
- Senior Client Service Associate
Job Titles:
- Office Manager / Senior Client Service Associate / Birmingham
Job Titles:
- Senior Client Service Associate / Colorado Springs
Job Titles:
- Marketing Manager / Birmingham / Merrillville
Job Titles:
- Director of Human Resources / Birmingham
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Associate Financial Planner / St. Petersburg
Job Titles:
- Partner, Wealth Advisor / Chicago / Deerfield
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- IACCP Partner, Chief Compliance Officer / Birmingham / Oak Brook
Job Titles:
- Client Service Associate / Lakeland
Job Titles:
- Senior Client Service Associate / Atlanta
Job Titles:
- Executive Assistant / Birmingham
Job Titles:
- CFP® Partner, Regional Director, Wealth Advisor
Job Titles:
- Partner, Wealth Advisor / Colorado Springs
Job Titles:
- Associate Wealth Advisor / Atlanta
Job Titles:
- Associate Financial Planner / Pensacola
Job Titles:
- Integration Manager / Birmingham
Job Titles:
- Portfolio Accounting Manager
Job Titles:
- Client Service Associate / St. Petersburg
Job Titles:
- Partner, Wealth Advisor / Atlanta
Job Titles:
- CFP®, CKA® Partner, Wealth Advisor
Job Titles:
- IT Support Analyst / Birmingham
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Marketing Manager / Birmingham
Job Titles:
- Associate Financial Planner / Atlanta
Job Titles:
- Senior Client Service Associate / Merrillville
Job Titles:
- Client Service Associate / Jackson
Waverly Advisor's Savannah investment management team is dedicated to providing our clients with an independent and comprehensive asset management service. Waverly Advisors is a fee only financial advisor, which means that our Savannah wealth management team is 100% independent, free from quotas, fund restrictions and proprietary products. Because of Waverly Advisor's fee only status, every financial solution that is put into place for our clients is designed to serve their best interests.
At Waverly Advisors, our team of financial advisors understands that wealth management isn't just about numbers. That's why our team is committed to not only understanding data and trends; they're committed to understanding you.
Our customized wealth management solutions are designed for our clients with their specific goals in mind because our advisors are dedicated to helping them thrive. At the end of the day, our mission and promise is to help you accomplish what's most important to you. You have goals that are unique to you and your family. Our team believes that your financial planning should reflect that, and they are committed to helping you see those goals become reality. We believe that no one else will root harder for you than the financial advisors and wealth management professionals at Waverly Advisors.
Job Titles:
- Partner, Regional Director, Wealth Advisor
Job Titles:
- Executive Assistant / Marketing Assistant / Merrillville
Job Titles:
- Office Manager / Senior Client Service Associate / Savannah
Job Titles:
- Client Service Associate / Jackson
Job Titles:
- Integration Coordinator / Birmingham
Job Titles:
- Partner, Wealth and Retirement Plan Advisor / Birmingham
Job Titles:
- CFP®, AIF® Partner, Wealth Advisor
Job Titles:
- Human Resources Coordinator / Birmingham
Job Titles:
- Senior Client Service Associate / Huntsville
Job Titles:
- CFP® Partner, Wealth Advisor
Job Titles:
- Partner, Wealth Advisor / Lakeland
Job Titles:
- CFP®, CIMA Investment Analyst
Job Titles:
- Executive Assistant / Colorado Springs
Job Titles:
- Partner, Regional Director, Wealth Advisor / Austin
Job Titles:
- Associate Financial Planner / Merrillville