Carson Eddy

Carson Eddy

Carson Eddy has been with the firm since October of 2022.  He serves as Associate 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 is currently pursuing a Masters’ degree in Family Financial Planning and Counseling at the University of Alabama and will take the Certified Financial Planner exam once completed with the program.


  • 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