Waverly Advisors, LLC

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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.

Industries

Retirement

Headquarters

Birmingham, United States

Employees

51-200

Links

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Josh Reidinger

Chief Executive Officer

Josh Reidinger

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Clay McDaniel, CFA

Partner, Chief Investment Officer of Private Markets

Heath Echols

Chief Technology Officer

James Lazenby

Chief Financial Officer

John Cox, CFA, CAIA

Chief Investment Officer and Partner

Justin Snell

Chief Operating Officer

Lynn Lackey

Director Of Human Resources

Robyn Martin-Schubart

Marketing Manager

Brent Gunn

Partner, Chief Information Officer

Anna Lashley

Senior Compliance Associate

Teams

Financial Planning Team

11 members

Leadership Team

7 members

Finance and Accounting

6 members

Client Services Team

3 members

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