Alex Dolle joined Waverly Advisors in February 2026 and serves as a Wealth Advisor. He brings nearly two decades of experience in investment analysis, portfolio management, and financial planning. Alex began his career as an investment advisor in 2008, an early start that shaped his respect for market cycles and the value of a disciplined, long‑term perspective.
Grounded in the belief that even the most sophisticated investment strategy is only as strong as the plan behind it, Alex blends deep analytical knowledge with thoughtful, goals‑based planning. After years spent valuing investments and managing portfolios through a fundamental lens, he now focuses on partnering with individuals and families to bring clarity, structure, and purpose to their financial lives. Through active listening and collaborative guidance, he helps clients take confident control of their financial future.
Alex lives in Eastham, Massachusetts, with his wife and two daughters. An avid skier, he enjoys exploring terrain from the East Coast to the West. He spends much of his free time camping or paddleboarding with his family. A curious observer of history, Alex also serves his community as a member of the Eastham Zoning Board of Appeals and enjoys searching for Native American artifacts along the beaches of Cape Cod.