Billy McMahon

Billy McMahon serves as a Retirement Services Liaison with Waverly Advisors. In this role, Billy works side-by-side with our advisors...

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Contact Us

205.871.3334 Use the form below to request additional information on our Firm or our services. Please provide your contact information...

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Jennifer L. Disker

Jennifer Disker serves as a Billing Manager at Waverly Advisors. She is responsible for handling all billing related needs of...

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Terms of Use

WEBSITE TERMS OF USE Welcome to the website of Waverly Advisors, LLC. These terms of use of website (“Terms”) are...

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Birmingham, AL

Waverly Advisors – Wealth Management Firm Serving Birmingham Waverly Advisors is an independent Registered Investment Advisor (RIA) offering comprehensive financial...

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Kimberly D. Warner

Kim joined Waverly Advisors in 1999 and serves as an Annual Plan Review Specialist. She has worked in a variety...

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Jennifer H. Walker

Jennifer Walker is a receptionist for Waverly Advisors. Prior to joining the Firm, she served with Kinsight, who merged with...

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Ashley D. Tucker

Ashley Tucker has been with Waverly since 2011 and serves as the firm’s Director of Client Experience. She is responsible...

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Justin T. Russell

Justin Russell has been with the Firm since 2006, is a Partner, and serves as President of Waverly Advisors. His...

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Kelly Roy

Kelly Roy serves as Senior Integration Manager at Waverly Advisors. Kelly has been with the firm since 2015, serving in...

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Anneliese E. Roemer

Anneliese Roemer has been with the Firm since 2007 in the financial services field and currently serves as a Senior...

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Amy L. Pollard

Amy Pollard is Senior Paraplanner with Waverly Advisors. Amy’s primary responsibilities include coordinating and interacting with clients on a variety...

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Teresa Pierce

Teresa has been with Waverly Advisors since 2000 and serves as a Senior Client Service Associate. Teresa is responsible for...

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Kelly K. Pan

Kelly Pan has been with Waverly Advisors since 2015. She is a Trader and her primary responsibilities include overseeing the...

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Jonathan R. Osborne

Jonathan Osborne serves as Partner and Retirement Plan Advisor for Waverly Advisors and has worked in the retirement plan industry...

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Aaron Nelson

Aaron Nelson has been with Waverly Advisors since 2015 and serves as a Wealth Advisor for the Firm’s former Emerant...

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