Edward L. Carlisle, CFP®

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.

Education

• Bachelor of Science in Business Administration in Accounting
  Mississippi College, Clinton, MS
• Juris Doctor
  Vanderbilt University, Nashville, TN
• Master of Laws in Taxation
  University of Florida, Gainesville, FL

Professional Affiliations

• State Bar of Mississippi

Community Involvement

• Eagle Scout – Adult leader with Scout Troop 164 in Madison, MS
• Board Member of the Woodward Hines Education Foundation

Ask Me About

• Investment Management
• Estate Review
• Retirement Planning
• Education Planning