David M. Foreman, CFP®

David has been with Waverly since early 2007, and he is a Partner and Wealth Advisor. David’s primary responsibility is advising high net worth individuals and families regarding various financial matters. He works closely with clients to identify their goals and to develop a comprehensive plan to achieve them. He coordinates multiple planning areas including retirement planning, investment management, estate planning, charitable planning, tax planning, and more. David and his wife live in Hoover, Alabama with their three children.

Education

• Bachelor of Science in Finance
  University of Alabama, Tuscaloosa, AL
• Master of Business Administration
  University of Alabama, Tuscaloosa, AL

Professional Affiliations

• Financial Planning Association of North Alabama

Community Involvement

• Hoover Soccer Club- Board of Directors, Member-at-Large
• Green Valley Church- Deacon, Praise Band, Stewardship Committee
• Hoover Youth Sports- Soccer, Baseball and Basketball Volunteer Coach

Ask Me About

• Creating a plan to achieve appropriate goals in retirement
• Our approach to comprehensive financial planning
• Budgeting and cash flow planning
• My international mission trips
• Alabama football or anything else related to the Crimson Tide