Heath R. Echols, MS, CFP®

Heath Echols is a Partner of Waverly Advisors and serves clients as 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 is the firm’s Chief Technology Officer and is responsible for ensuring that our team is efficient and has industry-leading tools for serving our clients.

Education

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

Professional Affiliations

• Orion Advisor Solutions Advisory Board
• Birmingham Business Journal’s Top 40 Under 40, 2010

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
• How to protect yourself and your family in an increasing digital world
• My passion for amateur photography