Dalton Clary

Dalton Clary has been with Waverly Advisors since 2022 and serves as an Associate Financial Planner. Dalton graduated from The University of Alabama and is currently studying to take the CFP® exam to become a Certified Financial Planner. He primarily works with high-net-worth individuals to create comprehensive financial plans that consider retirement, tax, and estate planning, as well as investment management, philanthropy, and more. He strives to serve clients with the utmost care and has a passion for impacting the lives of others by helping them achieve their goals. Dalton is originally from Tuscaloosa, but now resides in the Hoover area.

Education

• Bachelor of Science in Civil Engineering with a minor in Construction Engineering
  The University of Alabama, Tuscaloosa, AL
• Student of the CFP® Certification Education Program
  The University of Georgia, Athens, GA

Community Involvement

• Church of the Highlands, Member
• Grace Klein Community, Feed BHM volunteer

Ask Me About

• The importance of including the next generation in your financial plan
• The value of perspective
• My engineering degree’s significance in my life
• My experience with flipping houses
• My favorite vacation spot