Doug Muenzenmay, CFA, CFP®

Doug Muenzenmay, CFA, CFP®

Doug Muenzenmay joined Waverly Advisors in September of 2023 after SoundPath Investment Advisors was acquired by Waverly.  He serves as a Partner, co-Regional Director of Mississippi and Wealth Advisor. Doug brings over 31 years of  investment experience managing assets for Individuals, Retirement Plans and Foundations/Endowments to Waverly, of which  14 years included managing two large-cap mutual funds, a small-cap mutual fund and a bond fund.

Helping his clients identify and attain their financial goals is a part of the job that Doug loves most.  He enjoys activities that align with having two not so young kids in school, particularly when it involves a trip to Universal Studios, typically around Halloween.  At home, he enjoys getting out in the yard and workshop.

Education

  • M.B.A
    Mississippi College, Clinton, MS
  • B.A. Economics
    University of Iowa, Iowa City, IA

Ask Me About

  • Investment Management
  • Employer Sponsored Retirement Plans
  • Retirement Planning
  • Charitable & Family Gifting
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