Kelly S. Clary

Kelly Clary develops comprehensive strategies with clients that focus first on protection of assets, risk management and generational wealth transfer....

Grant W. Cardwell

Grant Cardwell joined Waverly Advisors in 2007 and is a Partner in Waverly Advisors. Grant is a leader of the...

Lee Brill

Lee Brill is a Wealth Advisor with Waverly’s Tampa office.  He specializes in providing personal financial planning, portfolio management and...

Jack Adams

Jack Adams has been with Waverly Advisors since 2012. He is a Partner and Retirement Plan Advisor for Waverly Advisors....

Steven C. Causey

Steven Causey has been with Waverly Advisors since 1991, is a Partner, and is a Wealth and Retirement Plan Advisor....

Joshua L. Reidinger

Josh Reidinger has been with Waverly Advisors since 1996 and serves as CEO. Josh’s primary responsibility is establishing and executing...

Melanie Nichols

Melanie most enjoys working with clients to create peace of mind in their financial lives. A part of the Waverly...

People

Client Login

Contact

Contact Waverly Advisors, headquartered in Birmingham Alabama, on 205.871.3334. Alternatively, select an office near you via the map or drop-down...

Resources

About

Tampa, FL

Waverly Advisors Financial advisors focused on wealth management    At Waverly Advisor’s Tampa office, we strive to be trusted advisors for our...

Pensacola, FL

Waverly Advisors Dedicated financial advisors focused on wealth management Waverly Advisors in Pensacola, Florida provides financial planning and investment advisory...

Huntsville, AL

Waverly Advisors Financial advisors with commitment to our clients and dedication to our community Home to NASA’s Marshall Space Flight...

Offices