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Grant W. Cardwell, CPA

Grant W. Cardwell, CPA

Grant Cardwell joined Waverly Advisors in 2007 and is a Partner in Waverly Advisors. Grant is a leader of the High Net Worth Client Service Team, continuing his focus on tax planning and consulting after spending seven years in the Firm’s Tax Department. By building relationships, understanding each client’s specific situation, and listening to their specific needs, he is able to guide clients through tax-conscious comprehensive financial planning, helping them achieve what is important to them. Grant resides in Birmingham with his wife Jill and two daughters.

Education

  • Bachelor of Business Administration in Accounting
    Auburn University, Auburn, AL
  • Master of Accounting
    Auburn University, Auburn, AL

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants

Community Involvement

  • ALL IN Mountain Brook
  • Mountain Brook Community Church
  • Restoration Academy, Advisory Council Member
  • Shoal Creek Finance Committee
  • F3 Birmingham Leadership Council

Ask Me About

  • Your goals for your business over the next five years
  • Your goals personally over the next five years
  • Tax strategies that you should be taking advantage of
  • Why non-financial factors often outweigh the financial ones when making the best decisions for you and your family
  • Playing baseball at Auburn
  • Playing golf
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