Charlie Adair joined Waverly Advisors in November of 2025 as Partner, Wealth Advisor following the acquisition of select Promus business lines by Waverly Advisors, LLC. Charlie brings several years of experience in Investment Management. He covers the Southeast, seeking like-minded families and individuals to join Promus’ community of investors. He also works closely with clients to develop an in-depth understanding of individual and family wealth management needs and preferences. He and his wife Preston live in Tuscaloosa and have 3 adult children.
With the addition of our Promus team, Waverly Advisors gains expanded expertise in Family Office services across traditional and alternative asset classes to the firm. This collaboration strengthens Waverly’s platform for ultra-high-net-worth families while maintaining Promus’ core values of stewardship, integrity, and long-term relationship focus.