Carson Eddy

Carson Eddy has been with the firm since October of 2022 and serves as Associate Financial Planner with Waverly Advisors, a fee-only wealth management firm. Carson is a 2022 graduate of Samford University, where he played baseball for all four years. Currently enrolled in the Family Financial Planning and Counseling Master’s Program at the University of Alabama, Carson plans to take the CFP exam to become a Certified Financial Planner. At Waverly, Carson regularly assists in the creation and delivery of comprehensive financial plans for high net-worth individuals and families. Carson resides in Homewood, AL with two of his close friends from Samford.

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

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