Waverly Advisors
Partner, Chief Information Officer

Brent Gunn

Brent Gunn joined Waverly Advisors in March of 2023. He serves as Partner and Chief Information Officer.ย  His experience within the wealth management industry and keen understanding of sensitive information required and trusted in our firm, makes Brent an asset in his role.ย  He will be responsible for the optimization, implementation, oversight, security and maintenance of the firm’s network infrastructure.

Outside of the office Brent loves working with his hands and enjoys โ€˜fixer- upperโ€™ projects from rental homes to recreational vehicles/boats. He enjoys challenging himself with unique projects when time permits.ย  Brent proudly restored a hurricane โ€˜totaledโ€™ center console boat that was upside down in the Gulf and in less than two years, after restoration, sailed with his family from Ft. Lauderdale to Bimini, Bahamas.

Areas of Expertise

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

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 clientโ€™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. Waverlyโ€™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

  • B.S.B.A in Management Information Systems
    Auburn University, Auburn, AL

Community Involvement

  • Advisory Board – Seeds of Impact
  • Minuteman Disaster Response Team Member

Ask Me About

  • Information Systems
Published by Brent Gunn

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