Dalton Clary

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, recently passed the CFP® Exam, and will soon 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 and his wife, Katie, live in Hoover, Alabama.

Education

  • Bachelor of Science in Civil Engineering
    The University of Alabama, Tuscaloosa, AL
  • Executive Program in Financial Planning
    The University of Georgia, Athens, GA

Professional Affiliations

  • Financial Planning Association of North Alabama, Member
  • Estate Planning Council of Birmingham, Member

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
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