Waverly Advisors
Partner, Wealth Advisor

Aaron Nelson

Aaron Nelson has been with Waverly Advisors since 2015 and serves as a Wealth Advisor for the Firm’s former Emerant Wealth Division.  His primary responsibilities include developing client relationships, assisting with clients’ comprehensive financial planning and managing investment portfolios for investors. Aaron has over 25 years of experience as an investment consultant and has previously worked for Morgan Keegan and AMN Investments. Aaron and his wife reside in Birmingham and have three children, two of which are twins.

Specialization

Areas of Expertise

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

Tax-Managed Equity Strategies

Tax-efficient investing including direct indexing and tax-loss harvesting.

Holistic Wealth Planning

Integrated financial planning across investments, taxes, estate, and risk.

Retirement Planning & Income Strategies

Retirement income optimization, withdrawal strategies, and Social Security planning.

Charitable Estate Planning

Charitable remainder trusts, charitable lead trusts, and foundation planning.

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Bachelor of Science in Mathematics- The University of Georgia, Athens, GA

Community Involvement

  • Birmingham Jewish Foundation Board President
  • Birmingham Jewish Federation Board
  • Temple Emanu-El Brotherhood Board Past President
  • ALL IN Mountain Brook Board
  • Paul Harris Fellow

Ask Me About

  • Positioning your investment portfolio to align with your needs and risk objectives
  • Why it is important to have a well-crafted wealth management plan before retiring
  • How you can save money without giving up returns simply by choosing the right investment vehicles
  • My time living in Israel
  • Being a Georgia Bulldog living in Alabama
  • Owning my own business