Gavin P. Gillison, CFP®

Gavin Gillison joined Waverly Advisors in 2012 and is a Partner and a Wealth Advisor. Gavin serves as the Director of Financial Planning. Gavin’s primary responsibilities include coordinating and interacting with clients concerning various financial matters, such as retirement planning and investment management. His prior experience includes work with a brokerage firm in Birmingham. Gavin and his wife live in Pell City, Alabama with their three children.

Education

• Bachelor of Science in Finance
  University of Alabama at Birmingham, Birmingham, AL
• Master of Science in Human Environmental Sciences with a
  specialization in Family Financial Planning and Counseling
  University of Alabama, Tuscaloosa, AL

Professional Affiliations

• Financial Planning Association of North Alabama

Community Involvement

• Church of the Highlands, Member
• University of Alabama, Birmingham College Recruiting Team
• Big Brothers Big Sisters of Greater Birmingham, Young Advisory Board

Ask Me About

• What you need to know about Social Security and Medicare
• How to preserve wealth and leave a legacy
• The importance of having a plan for retirement
• Our comprehensive financial planning approach
• Alabama football
• Scuba diving with sharks
• Zip lining through the rain forest