Waverly Advisors

Waverly Advisors Selected as a 2023 Best Places To Work Finalist By Birmingham Business Journal

Birmingham, AL, Monday, April 17, 2023 โ€“ Waverly Advisors, LLC (โ€˜Waverlyโ€™) was announced as one of the Birmingham Business Journalโ€™s Best Places to Work finalists. To view the complete announcement, click here.

Every company has a culture, but not every culture equates to being a great place to work.

“Our culture and values are central to every decision that we make at Waverly. To be recognized for this honor based on feedback from our teammates is truly affirming. Our rapid growth allows us to continue enhancing service to clients, offer exceptional career opportunities and give back to the communities that we live and work in.” says Justin Russell, President of Waverly.

Ever since 2020, company cultures have shifted. There are more opportunities for hybrid work, cooler office spaces, unique perks and more. But how does a company prove it has the best culture and is a place where employees actually want to come to work?

The companies here entered the Birmingham Business Journal’s annual Best Places to Work program, which puts the employeesโ€™ thoughts and perspectives in the forefront to evaluate which businesses are the best in Birmingham. These companies went through a survey system from Quantum Workplace and have come out in the top of their categories.

The 2023 finalists are in alphabetical order ranked by local employee count, which you can meet in person at the BBJ Best Places to Work event in May. Category winners will be announced at the event.

About Waverly

Waverly Advisors, LLC (โ€œWaverlyโ€) is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. Waverly manages $5.7 billion in assets (as of 03.31.2023) and offers collaborative investment, tax, estate and financial planning services. Founded in 1999 in Birmingham, Alabama, the company currently has nine offices across the Southeast and a team of over 80 professionals who hold many of the industryโ€™s most prestigious credentials. For more information, please visit [www.waassetstg.wpengine.com](http://www.waassetstg.wpengine.com).

About Birmingham Business Journal

The Birmingham Business Journal is a multi-platform media company providing in-depth coverage of local business communities and breaking news reaching thousands of readers each week. Through print, digital products such as its twice-a-day emailed news digests and face-to-face events, the Business Journal offers business leaders many avenues for making connections and gives them a competitive edge locally, regionally and nationally. Visit us at mspbj.com to learn more.

IMPORTANT DISCLOSURES

The information presented in this document is for general informational and educational purposes and is not specific to any individualโ€™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 (โ€œWaverlyโ€) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverlyโ€™s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), 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. This information should be used as a reference only.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
ยฉ 2026 Waverly Advisors, LLC. All rights reserved.

For more information, please see our other important disclosures: Disclosure – Waverly Advisors (https://waverly-advisors.com/disclosure/)

      Share this post on:โ€‹

      Robyn Schubart
      MEET THE AUTHOR
      Director of Marketing

      Robyn joined Waverly Advisors in October of 2022 and serves as Director of Marketing. She is responsible for the generation, coordination and implementation of all marketing related duties.ย  Her goal is two-fold; 1. To enhance the brand of Waverly and the firm in general as a market leader, and 2. To delight Waverly clients, while supporting advisor specific needs.