Heath R. Echols, MS, CFP®

Heath R. Echols, MS, CFP®

Heath Echols is a Partner of Waverly Advisors and a Wealth Advisor. He has been with the firm since Kinsight merged with Waverly Advisors in 2017 to become one of the largest fee-only Firms in Alabama. Heath served Kinsight for 20 years prior to joining Waverly Advisors, and is a member of the leadership team.

Education

  • Bachelor of Science in Finance
    Auburn University, Auburn, AL
  • Master of Science in Financial Planning
    University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • Financial Planning Association, Member
  • Top 40 Under 40

Ask Me About

  • How to align your investment strategy with your deeply held values
  • How to bring focus and intentionality to your seemingly chaotic life
  • My passion for amateur photography
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