James E. Sandifer, CFP®

James E. Sandifer, CFP®

Jamey Sandifer is a Partner at Waverly Advisors. He currently serves in the capacity of promoter and solicitor. From December 2022 through December 31, 2025, he served as a Wealth Advisor at Waverly Advisors. Jamey founded Sandifer Wealth Management in 1997 in Mobile, AL, and worked there until the investment advisory business of Sandifer Wealth Management was merged into Waverly’s business. Sandifer Wealth Management offered financial planning and asset management services and became a leading Registered Investment Advisor (RIA) in Mobile.

Jamey began his investment and financial planning career in 1982 in Mobile and has achieved the designation of Certified Financial Planner®. After graduating with a Bachelor of Science degree in Finance from the University of Alabama, Jamey became affiliated with Raymond James Financial Services. At that time, Raymond James was known as Investment Management and Research, the independent contractor division of Raymond James & Associates.

Aside from his promoter/solicitor activities on behalf of Waverly Advisors, Jamey spends his time working with local charities as well as playing golf and fishing.

Education

  • Bachelor of Science in Finance- University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • Estate Planning Council of Mobile
  • Financial Planning Association

Community Involvement

  • Community Foundation of South Alabama, board member
  • Ransom Ministries in Mobile, board member
  • Mobile Area Inner Faith Conference, past board member

Ask Me About

  • Retirement Planning
  • Investment Management
  • Charitable and Family Gifting
  • My children and grandchildren
  • My wife, the artist

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