Ashley Stoudemire

Ashley Stoudemire is a Salesforce Associate in Waverly Advisors’ Birmingham office. She brings a strong background in client service, financial operations, and technology support within the wealth management industry. She is experienced in supporting advisors and clients through onboarding, account management, and system transitions, including Salesforce and custodian platforms. Ashley also has hands-on experience in IT system enhancements, user training, and data integration projects related to firm acquisitions.

Ashley enjoys spending time with her family, experimenting in the kitchen, diving into books of all kinds, and exploring Birmingham’s weekend markets. She is also an active volunteer with Girls Inc. of Central Alabama and the Community Food Bank, where she enjoys giving back and supporting local initiatives that make a difference.

[email protected]

205-769-3294

Birmingham, AL

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

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

Financial Paraplanner Qualified Professional (FPQP®)

Community Involvement

Girls Inc. of Central Alabama
Community Food Bank

Ask Me About

Salesforce process improvement, technology integrations, and user training
Vision board creation and creative organization