Carson Eddy
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