Joseph R. McNair

Joseph McNair joined Waverly Advisors in 2010. His diverse education and experience helps him advise high net worth families and institutional investors in making informed financial decisions. His prior experience includes work with accounting firm PricewaterhouseCoopers, and Atlanta-based law firm Cohen, Cooper, Estep & Allen. In addition to being a Certified Financial Planner (CFP®), he is an attorney licensed by both the Florida Bar and the State Bar of Georgia and is a Certified Public Accountant (CPA).

[email protected]

850-444-7253

Pensacola, FL

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Science in Accounting
LaGrange College, LaGrange, GA
Juris Doctor
Georgia State University, Atlanta, GA
Master of Business Administration
Georgia State University, Atlanta, GA

Professional Affiliations/Recognition

State Bar of Florida
State Bar of Georgia
American Institute of Certified Public Accountants
Instructor, Florida State University Certified Financial Planner Program

Community Involvement

The Arc Gateway, Board President
Leadership Pensacola
Tri Gulf Coast Triathlon Club, Youth Event Volunteer

Ask Me About

Why sound financial planning requires a comprehensive approach
Educating your children to protect your family wealth for generations to come
My fitness adventures from Big Sur, California to Portland, Maine
Enjoying life outdoors, biking, paddling, fishing and golfing along the beautiful Emerald Coast
Giving time and talent in support of our amazing developmentally disabled friends
Teaching the next generation of Certified Financial Planners

Published by Joseph R. McNair

Blogs

Insights

Rethinking Legal Fee Deferrals

A More Flexible, Tax-Aware Strategy for Plaintiffs’ Attorneys Introduction For many plaintiffs’ attorneys, the financial rewards of contingency fee work come with...