Waverly Advisors

NIL Athletes: Protect Your Privacy and Identity

In this video, Elizabeth L. Brasher and Ben Logan discuss why security and privacy are critical for NIL athletes and their families. As athletes gain visibility through social media and NIL deals, protecting their identity, their business structures, and their loved ones becomes just as important as managing their finances.

Presented by:

Elizabeth L. Brasher, J.D., CDFA®, CWS | Partner, Wealth Advisor, Waverly Women Practice Leader
Ben Logan, CFP® | Partner, Wealth Advisor

In this conversation, Elizabeth and Ben walk through the steps athletes should take early on to protect themselves, why confidentiality is a core value at Waverly Advisors, and how working with the right team from the start can prevent costly gaps in protection down the road.

Key topics include:

  • Why privacy protection matters in the age of social media
  • How to properly structure legal entities to protect your identity
  • Why you should never use your personal name for your business
  • Protecting your family, including addresses listed on legal entities
  • The importance of confidentiality when working with an advisor
  • Why reaching out to an advisor early helps avoid holes in your protection
  • How Waverly Advisors is equipped to support athletes beyond just finances

Whether you are an athlete, parent, or advisor, this video is an important reminder that financial planning and personal security go hand in hand.

To Reach Elizabeth L. Brasher, J.D., CDFA®, CWS | Partner, Wealth Advisor, Waverly Women Practice Leader
Email: [email protected]
Phone: 205.747.3945

To Reach Ben Logan, CFP® | Partner, Wealth Advisor
Email: [email protected]
Phone: 770.790.3713

Music Credit:
Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://www.youtube.com/watch?v=mHqV1VCWrpo

 

IMPORTANT DISCLOSURES

The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.

Waverly Advisors, LLC (“Waverly”) is an SEC-registered investment adviser. A copy of Waverly’s current written disclosure brochure and Form CRS (Customer Relationship Summary), discussing our advisory services and fees, remains available at https://waverly-advisors.com/. You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors, LLC (“Waverly”). This information should be used as a reference only. Talk to your Waverly advisor, or a professional advisor of your choosing, for guidance specific to your situation. Please note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. © 2024 Waverly Advisors, LLC. All rights reserved.

For more information about our disclosure.

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      MEET THE AUTHORS
      Elizabeth L. Brasher
      Partner, Wealth Advisor, Waverly Women Practice Leader

      Elizabeth enjoys seeing clients thrive in all areas of their lives and finds that when you feel balanced and secure in your financial life you find more joy in all other areas of life. She works with individuals, couples, and families to create financial plans that create peace of mind for clients for multiple generations. Using customized financial planning, investment strategies and estate planning tools, Elizabeth helps her clients establish a unique legacy based on what is important to them. Above all, Elizabeth loves building relationships and partnering with clients at every stage in their financial journey.

      Ben Logan
      Partner, Wealth Advisor

      Ben Logan is a Partner, Wealth Advisor at Waverly Advisors. He has been with the firm since the merger with BT Wealth Management in July 2022.  Ben focuses in two core areas, personal wealth management and corporate retirement plans.

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