Doug McDaniel, CPA, CFP®

Doug McDaniel, CPA, CFP®

Doug McDaniel joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors.  He serves as a Partner and Wealth Advisor of the firm. His investment career started in 1985 with Merrill Lynch. He serves individuals from a wide range of disciplines who appreciate guidance and counsel in their financial affairs. Doug enjoys the planning process in addition to the managing of client assets. He considers himself fortunate to be dealing in some cases with the 3rd generation of clients’ families.

He enjoys playing golf and is blessed with three children and eight grandchildren.


  • BBA in Accounting
    Ole Miss, Jackson, MS

Community Involvement

  • Chairman – Young Business Leaders
  • Mississippi Center for Public Policy Board Member
  • First Presbyterian Church – Elder

Ask Me About

  • Retirement Planning
  • Investment Management
  • Charitable & Family Gifting
  • Estate Review