Carson Eddy, CFP®

Carson Eddy has been with the firm since October of 2022.  He serves as Financial Planner with Waverly Advisors. Shouldering a variety of responsibilities, Carson is responsible for the creation and delivery of comprehensive financial plans for high-net-worth individuals and families, as well as following through with clients on the implementation of the plans. Carson holds a Masters’ degree in Family Financial Planning and Counseling at the University of Alabama and has successfully completed the Certified Financial Planner exam.

Education

• Bachelor of Science in Business Administration in Finance
  Samford University, Birmingham, AL
• Master of Science Degree in Family Financial Planning and Counseling
  University of Alabama Tuscaloosa, AL

Professional Affiliations

• Financial Planning Association of North Alabama, Member
• Estate Planning Council of Birmingham, Member

Community Involvement

• Vestavia Hills Middle School League, Coach
• Samford University, Baseball Camp Counselor
• Grace Klein Community, Feed BHM Volunteer
• Asbury United Methodist Church

Ask Me About

• Why it is important to have a well-crafted financial plan
• The importance of saving
• Efficient charitable giving strategies
• Tax advantages of college savings plans (529’s)
• The lessons I learned playing college baseball for a highly successful program