Brian M. Chustz, JD, AAMS®

Brian M. Chustz, JD, AAMS®

Brian Chustz joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. He serves as Partner and Wealth Advisor for the firm. With his background as a veteran, lawyer, and Investment Advisor Representative, Brian brings a diverse perspective and the ability to advocate for clients and their needs. He has a wealth of both legal and financial knowledge to help clients achieve their goals and protect their interests.

Prior to pursuing his degrees, Brian served four years in the U.S. Navy as an avionics technician aboard the U.S.S. John F. Kennedy. While serving in the U.S. Navy, Brian received several awards and honors including the Excellent Academic Performance Award from the U.S. Naval Training Command and the Class Honor Man Award from the U.S. Naval Air Station, Pensacola.

Prior to entering the finance sector, Brian was a practicing attorney for the Taylor Porter Law Firm located in Baton Rouge, LA. His former legal practice centered on representation for energy, utility, and financial companies in operational compliance, business transactions, and securities litigation.

Brian was an Investment Advisor Representative for Edward Jones from September 2013 until February 2019. Brian resides in Peachtree City, GA with his wife Erin, and daughters Annabelle and Claire.

 

Education

  • B.S. Louisiana State University
  • Juris Doctorate Louisiana State University
  • Graduate Diploma in Civil Law, Louisiana State University

Professional Affiliations

  • Georgia and Louisiana Bar Associations

Community Involvement

  • Fayette County Chamber of Commerce Executive Board of Directors (Past Chair 2022)
  • Chairman of the Fayette County SPLOST Campaign (2023)
  • Southern Conservation Trust – Former Board Member
  • Board of Governors for The Clubs of Peachtree City – Former Board Member
  • Fayette County Board of Education Foundation – Former Board Member
  • Member of American Legion Post 50
  • Fayette County Ducks Unlimited – Former Co-Chair

Ask me About

  • Estate Review
  • Generational Wealth Planning
  • Business Succession Planning
  • Business Transaction Advising
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