Allan joined Waverly Advisors in December of 2023 and currently serves as a Client Service Associate in our Birmingham office. Having worked many years in the financial industry, his experience allows him to serve clients effectively and efficiently. In this role, he works directly with a variety of custodians where he establishes, maintains, and updates all new and existing client accounts. He most enjoys meeting and learning about our clients and then serving them to the best of his ability.
Allan is a huge sports fan with an extensive list of favorite teams. He enjoys reading sports and suspense novels and spending time with his family. He currently resides in Birmingham with his wife and two children.