Gavin P. Gillison, CFP®

Gavin P. Gillison, CFP®

Gavin Gillison joined Waverly Advisors in 2012 and is a Partner and a Wealth Advisor. 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.


  • 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