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Waverly Advisors, LLC

0 followers

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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

Org chart

Josh Reidinger
Chief Executive Officer
Collapse
CC
Clay McDaniel, CFA
Partner, Chief Investment Officer
Heath Echols
Chief Technology Officer
JL
James Lazenby
Chief Financial Officer
John Cox, CFA, CAIA
Chief Economist, Senior Wealth Advisor And Partner
Justin Snell
Chief Operating Officer
Lynn Lackey
Director Of Human Resources
Robyn Martin-Schubart
Senior Marketing Manager
BG
Brent Gunn
Partner, Chief Information Officer
Justin Russell
Partner and President

Teams

+7

Financial Planning Team

11 people · 0 jobs

CC
+3

Leadership Team

7 people · 0 jobs

AL
+2

Finance and Accounting

6 people · 0 jobs

Client Services Team

3 people · 0 jobs

Offices

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