Waverly Advisors is proud to announce that two individuals have been promoted to Members, effective January 1, 2022. We are pleased to recognize their past accomplishments and we celebrate their future endeavors as they start this new chapter of their careers.
Jim Lazenby, CPA, AEP (Birmingham)
Jim Lazenby, CPA, AEP, provides corporate, partnership, estate, trust and gift tax services, including individual and estate tax planning services. He specializes in Family Limited Partnerships and charitable planning.
Aaron Nelson (Birmingham)
Aaron Nelson‘s responsibilities include developing client relationships, assisting with clients’ comprehensive financial planning and managing investment portfolios for investors. He specializes in helping clients position their investment portfolios to align with their needs and risk objectives.
Please join us in congratulating Jim and Aaron as new Members of the Firm!
The achievement of any professional designation, certification, degree, license, membership in any professional organization, or any amount of prior experience or success should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services.