Carl “Brandt” McDonald joined Waverly Advisors in July of 2026 following the acquisition of InVista Advisors by Waverly Advisors, LLC.
Brandt serves as a Partner and Wealth Advisor, bringing 35+ years of experience in the securities industry. He works with ultra-high-net-worth families, institutions, and nonprofit organizations, providing comprehensive financial planning and customized investment strategies.
Brandt is particularly passionate about portfolio management and economic research. He evaluates U.S. domestic policy within the context of global economic conditions and geopolitical events to develop proprietary, risk-based portfolio models for clients and institutions. His approach begins with an in-depth understanding of each client’s financial circumstances, goals, and objectives. From there, he develops comprehensive financial plans that integrate balance sheet management, cash flow planning, and portfolio strategy.
With a strong foundation in capital markets, Brandt brings extensive experience in institutional-level portfolio construction. He uses sophisticated, data-driven methodologies to create customized investment solutions designed to address the complex needs of his clients.
Brandt and his wife, Hayden, are active members of First Baptist Church of Montgomery. He enjoys coaching youth sports and participating in community-focused organizations. Throughout his career, he has also served on numerous boards and advisory councils.