At Waverly, our strength lies in our people — a team built on deep expertise, shared values, and a commitment to service. We’ve spent over two decades cultivating a culture where our core value, to SERVE, guides everything we do.
As a fully independent RIA, we offer our clients objectivity, transparency, and customization that only a fiduciary structure can provide. But what truly sets us apart is the way we empower our team, knowing that when our advisors and staff thrive, our clients receive the highest level of care and insight. This culture of mutual respect and continuous growth allows us to deliver cohesive, comprehensive wealth and investment management solutions tailored to the complexity of each client’s financial objectives.
VIEW OUR OPEN POSITIONS
“The guiding principle behind our culture and everything we do is ‘Serve.’ It is the reason we go to work every day. As we have served our clients, one another, and our communities, we have enjoyed exponential growth. Our advisors are deeply entrenched in their communities and continue to develop and maintain strong relationships. We have a wholehearted commitment to be a strict, fee-only fiduciary always acting in the best interest of our clients.”
– Justin Russell, President and CEO
LEARN MORE ABOUT WAVERLYAt Waverly our intern program will introduce participants to many facets of our firm’s financial planning, operations, and investment departments, as they work on special projects. From our perspective, a successful internship will be one which provides the intern a good base knowledge of our business, gives the intern opportunities to learn, grow, and ask questions, and aids various Waverly team members over the course of the internship. Our goal is for this experience to supplement the intern’s education and for the intern to leave our firm with a good understanding of a career in wealth management.
“In August 2021, I began my freshman year at the University of Alabama, full of excitement for what lay ahead and open to exploring various paths. While I’d always been intrigued by business and finance, I wasn’t entirely certain which career direction would align best with my skills. During my time on campus, I joined an investment management group that sparked my interest in the markets. As my sophomore year came to a close, I knew in order to be successful I would need real-world experience and a deeper understanding of the industry. I was fortunate enough to have the chance to interview and subsequently intern with Waverly Advisors over the summer. Throughout these experiences, I consistently admired the firm’s team for their genuine kindness, dedication, and care.
Throughout my tenure with the firm, I had the opportunity to delve into every aspect of their operations. I not only observed their day-to-day workings but also engaged in meaningful projects that contributed to both the firm’s goals and their clients’ needs. Consequently, I developed a comprehensive understanding of each role and how they interconnect. From the very start of my interaction with Waverly, my expectations for the summer were high, and I’m pleased to say that those expectations were consistently exceeded. I’m truly grateful for the privilege of spending two months with such an outstanding firm, one that truly embodies fiduciary responsibility. My time with the Waverly Advisors team has been an invaluable experience, full of knowledge I will take with me for the rest of my career, alongside a dedicated team of individuals who supported me every step of the way.”
Testimonial by Caroline Long
*Please Note: Testimonials featured on this website have been provided by employees of the Waverly Advisors, LLC, including both permanent and temporary staff. These individuals were under no obligation to provide a testimonial, and their statements reflect their personal experiences and opinions.
As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.