Waverly Advisors
Partner, Wealth Advisor
CFPยฎ

Chris Register

Chris Register joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors.ย  He serves as a Partner and Wealth Advisor. Chris brings 19 years of experience focused on investment management, financial planning and retirement plan consulting to the firm. He enjoys building strong relationships with his clients and helping them develop a comprehensive plan for their desired future.

Chris was born and raised on the southeastern coast of England. A lifelong dream to play college golf led him to the United States, where he enjoyed both academic and athletic success at Jackson State University where he graduated first in his class with a major in finance. Having graduated Magna Cum Laude from college, Chris completed Florida State Universityโ€™s financial planning program and became a Certified Financial Plannerยฎ.

Chris and his wife have 4 children. He enjoys spending my time with them and supporting them in all their endeavors. He loves being active, playing golf and tennis, as well as travelling.

Specialization

Areas of Expertise

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

Tax-Managed Equity Strategies

Tax-efficient investing including direct indexing and tax-loss harvesting.

Retirement Planning & Income Strategies

Retirement income optimization, withdrawal strategies, and Social Security planning.

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Bachelor’s in Finance
    Jackson State University, Jackson, MS

Ask Me About

  • Retirement Planning
  • Investment Management
  • Employer Sponsored Retirement Plans
  • Insurance Analysis