Dave Donaldson - Waverly Advisors

Business Development Officer

Dave Donaldson joined Waverly Advisors in May 2026 as a Business Development Officer. With more than 35 years of executive leadership experience in banking and community organizations, Dave brings a broad perspective that spans relationship management, finance, marketing, business development, and team leadership. He uses this diverse background to help clients clarify their goals, connect with the right resources, and build financial strategies that are both practical and forward-looking.

Throughout his career, Dave has led high-performing teams and worked closely with business owners, professionals, and community leaders across Southwest Ohio. These long-standing relationships allow him to understand a client’s situation and collaborate with the Waverly team to design customized solutions.

Deeply engaged in his community, Dave has served on numerous boards, including Artemis of Dayton Domestic Violence Center, Springboro Arts Council, Better Business Bureau, Goodwill/Easter Seals, Agape for Youth Foster Care Agency, and the Wright State University Foundation. Serving others is a core value for Dave and complements his client-focused approach.

Outside of work, Dave enjoys traveling, cooking, golf, hiking, boating, and the occasional game of pickleball. He especially values time spent with family and friends.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

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 client’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. Waverly’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.