Eddie Carlisle joined Waverly Advisors in September of 2023 after SoundPath Investment Advisors was acquired by Waverly. He serves as a Partner and Wealth Advisor. Eddie’s career started while practicing law, primarily in tax and estate planning, for eight years. He switched his focus to investment management and advising and seventeen years later, Eddie still loves working closely with his clients to achieve their financial goals.
Eddie enjoys spending time with his wife and three children. He likes to stay active by going to the gym and walking. In previous years he trained in martial arts gaining his black belts in taekwondo, hapkido, and hanmudo! In 2022 he spent nine days canoeing the Boundary Waters in Minnesota with his son and others from his Scout Troop.
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