James E. Sandifer, CFP®

James E. Sandifer, CFP®

Jamey Sandifer is a Partner and Wealth Advisor at Waverly Advisors. He has been with the firm since December 2022, when Sandifer Wealth Management merged with Waverly. Jamey founded Sandifer Wealth Management in 1997 in Mobile, AL. 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.

In addition to helping his clients achieve their goals, Jamey spends his spare 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
  • 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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