Inheritance & Tax Planning: The Changing Landscape of Trusts & Estates Written by Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, Director of Financial Planning on November 10, 2025
Quarterly Review & Market Outlook – 3rd Quarter 2025 Written by Clay McDaniel, CFA® on October 7, 2025
Josh Reidinger Selected as One of BBJ’S 2021 Who’s Who in Birmingham Wealth Management April 13, 2021 View
Waverly Advisor’s Ashley Tucker Earns Certified Financial Planner™ Certification February 11, 2021 View
Gavin Gillison Contributes to Birmingham Business Journal with Insights into Wealth Management April 7, 2020 View
The U.S. Government’s Bold Response to a Serious Issue [Economic Impact from COVID-19] March 20, 2020 View
How the SECURE Act [Now Signed Into Law] Changes Your Retirement Plan Strategies January 3, 2020 View
Equity Magazine Reaches Out to Josh Reidinger About How Waverly Advisors Gives Back May 29, 2019 View
Drew Gearhart Contributes to Birmingham Business Journal With Insights Into Wealth Management April 22, 2019 View
