Business Development Specialist, Emeritus

Douglas Dorsey

Douglas Dorsey joined Waverly Advisors in September 2026 following the acquisition of Heartwood Wealth Advisors by Waverly Advisors, LLC. Douglas serves as a Business Development Specialist, Emeritus.

Douglas focuses on building and maintaining strong client relationships and values the opportunity to work closely with clients to understand their needs and priorities.

Prior to joining Waverly, Douglas was with Heartwood Wealth Advisors after selling his Wells Fargo FiNet practice to the firm in 2018. He began his career in financial services in 2001 with PaineWebber, which later became UBS, and established his own office in 2009.

Outside of work, Douglas enjoys spending time on the water and watercolor painting. He also enjoys time with his family, especially his grandchild.

[email protected]

804-269-8719

Richmond, VA, Irvington, VA

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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 Arts, Washington and Lee University

Ask Me About:

Boating
Watercolor painting