Waverly Ranks 3rd in Forbes Top Women Wealth Advisors Best-In-State for Alabama

Robyn Schubart

February 15, 2023

Join us as we congratulate Melanie!

February, 2023 – Forbes released the results of the Top Women Wealth Advisors Best-In-State rankings. Waverly Advisors’ Regional Director, Partner and seasoned Wealth Advisor, Melanie L. Nichols, has been ranked 3rd in the state of Alabama.

The Forbes ranking of Top Women Wealth Advisors Best-In-State, powered by SHOOK Research, is evaluated on standards of best practice, service models, investing models, compliance records and quantitative data, related to trends of revenue and the firm’s AUM. The breadth of qualitative data required for this award ranges from in-depth surveys and multiple interviews both in-person and virtual.

Melanie has been a part of the Waverly Advisors team since 2011. She brings more than 30 years of investment management and comprehensive financial planning experience to her clients. As a member of the firm’s Investment Committee, she directs the management of investment portfolios for high-net-worth families, retirement plans and nonprofit organizations.

Melanie is considered a foundation stone of Waverly Advisors. She instills a culture of grace, community and integrity within her team and actively serves not only her clients but her community as well. As acting Heart Gallery Alabama Chairperson and board member of multiple charitable foundations and church committees, Melanie believes that the gift of giving truly provides the ultimate reward.

Follow the link for the full 2023 Forbes Top Women Wealth Advisors list.

For related disclosure and criteria for ranking, click here.

Contact:

Robyn Schubart – Email: [email protected]

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 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 Waverly’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.
© 2026 Waverly Advisors, LLC. All rights reserved.

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

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MEET THE AUTHOR

Robyn Schubart

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. 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.

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