James R. Lazenby
Jim Lazenby is the Chief Financial Officer of Waverly Advisors. Jim has primary day-to-day responsibilities for all financial-related activities of...
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Jim Lazenby is the Chief Financial Officer of Waverly Advisors. Jim has primary day-to-day responsibilities for all financial-related activities of...
Joshua Miller serves as a Senior Investment Analyst with Waverly Advisors. Joshua’s experience includes financial advising with Edward Jones Investments,...
Joseph McNair joined Waverly Advisors in 2010. His diverse education and experience helps him advise high net worth families and...
Aleicia Hornsby joined Waverly Advisors in 2014 and is an Operations Manager with the firm. Her role requires an holistic...
Jeff Helms is a Partner with Waverly Advisors. He specializes in providing personal financial design solutions in the areas of...
Jennifer Groulx serves as Client Service Manager at Waverly Advisors and provides comprehensive client support and operational services to a...
Gavin Gillison joined Waverly Advisors in 2012 and is a Partner and a Wealth Advisor. Gavin’s primary responsibilities include coordinating...
Waverly Advisors Providing tailored asset management services The wealth management professionals and Certified Financial Planners in our Montgomery, Alabama, office...
Drew Gearhart serves as a Partner and a Wealth Advisor with Waverly Advisors. As a Wealth Advisor, Drew loves being...
David has been with Waverly since early 2007, and he is a Partner and Wealth Advisor. David’s primary responsibility is...
Kristin Emerson serves as Director of Integration at Waverly Advisors, LLC. Kristin has been with the firm since 2016. Serving...
Heath Echols is a Partner of Waverly Advisors and serves clients as a Wealth Advisor. He has been with the...
John is the Chief Investment Officer of Public Markets at Waverly Advisors. He is also a Partner of the firm...
Diana Contorno is a Retirement Planning Specialist with Waverly Advisors. Her primary responsibilities include 401(k) education and events for 401(k)...
Denise Coleman is a Senior Client Service Associate with Waverly Advisors. Denise served ten years with Kinsight, who merged with...