Cliff Draughn, CIMA®

Cliff Draughn, CIMA®

Cliff has been with Waverly Advisors since July 2022, when BT Wealth Management merged with the firm. Cliff joined BT Wealth Management in 2015 from Excelsia Investment Advisors, a firm he founded in 2003. He is responsible for managing client portfolios, participates in the asset allocation and investment decisions and assists clients in achieving their investment goals.

Cliff brings thirty-four years of investment experience to the firm and clients alike. Prior to Waverly Advisors & BT Wealth Management, Cliff began his career with Dean Witter in 1981 and moved his financial practice to The Robinson Humphrey Co., Inc. in 1987. Smith Barney acquired Robinson-Humphrey and Cliff left Smith Barney in 2003 to establish Excelsia, an independent investment advisory firm.

Cliff received his Bachelor of Science in Business Administration in 1981 from the University of North Carolina Chapel-Hill. Cliff obtained the Certified Investment Management Analyst (CIMA®) designation from the Wharton School at the University of Pennsylvania in 1999.

Cliff and his family have lived in Savannah for the past 30 years. He has served as a member of the Savannah Music Festival Board, the St. Peters Episcopal Church Vestry, and The Landing’s Club Board.


  • Bachelor of Science
    University of North Carolina, Chapel Hill, NC
  • Executive MBA
    Wharton School of Business

Community Involvement

  • St. Peter’s Episcopal Vestry, 1993-1998
  • Savannah Music Festival Board, 2003-2014

Ask Me About

  • Retirement Planning
  • Investment Management
  • Cropping tobacco at age 6
  • Quail hunting