James A. Werner

James Werner joined Waverly Advisors in June of 2023 after Silicon Hills Wealth Management, the firm he co-founded with Tom...

Tom Brown

Tom Brown joined Waverly Advisors in June of 2023 after Silicon Hills Wealth Management, a wealth management firm he co-founded...

Katia M. Palza

Katia Palza joined Waverly Advisors in June of 2023 after Silicon Hills Wealth Management was acquired by Waverly Advisors, LLC. ...

Glenda Molina

Glenda Molina joined Waverly Advisors in June of 2023 after Silicon Hills Wealth Management was acquired by Waverly Advisors, LLC. ...

Senior Client Service Associate

Senior Client Service Associate

Wealth Advisor, Evan Crouse, Listed in Huntsville Business Journal 2023 Top 40 Under 40

Wealth Advisor, Evan B. Crouse, CFP® has been listed in the Huntsville Business Journal’s Top 40 Under 40 List of...

Irby Thompson

Irby Thompson is a Partner and Wealth Advisor for Waverly Advisors. He is responsible for building and strengthening client relationships...

Carlos D. Gonzalez

Carlos serves as a Trader with Waverly Advisors. Carlos started his career in finance at TotalBank in Venezuela at the...

Waverly Advisors Acquires Silicon Hills Wealth Management

Business Alabama Ranks Waverly Advisors Second in 2023 Financial Planning & Investment Advisory Firms

Waverly Advisors is proud to have ranked second on Business Alabama’s recently published Financial Planning and Investment Advisory Firms list.

Sandwich Generation Disclosure

Disclosure: Waverly Advisors, LLC (“Waverly”) is an SEC-registered investment adviser. A copy of Waverly’s current written disclosure Brochure discussing our...

Assistant Wealth Advisor

Assistant Wealth Advisor

Assistant Wealth Advisor

Awards & Rankings