Joseph R. McNair, CFP®, JD, CPA

Joseph R. McNair, CFP®, JD, CPA

Joseph McNair joined Waverly Advisors in 2010 and helps high net worth families and institutional investors make informed financial decisions. His prior experience includes work with accounting firm PricewaterhouseCoopers, and Atlanta-based law firm Cohen, Cooper, Estep & Allen. In addition to being a Certified Financial PlannerTM, he is an attorney licensed by both the Florida Bar and the State Bar of Georgia and is a Certified Public Accountant (CPA).

Education

  • Bachelor of Science in Accounting
    LaGrange College, LaGrange, GA
  • Juris Doctor
    Georgia State University, Atlanta, GA
  • Master of Business Administration
    Georgia State University, Atlanta, GA

Professional Affiliations/Recognition

  • State Bar of Florida
  • State Bar of Georgia
  • American Institute of Certified Public Accountants
  • Instructor, Florida State University Certified Financial Planner Program

Community Involvement

  • The Arc Gateway, Treasurer
  • The Arc of Florida, Treasurer
  • Tri Gulf Coast Triathlon Club, Youth Event Volunteer

Ask Me About

  • Why sound financial planning requires a comprehensive approach
  • Educating your children to protect your family wealth for generations to come
  • My fitness adventures from Big Sur, California to Portland, Maine
  • Enjoying life outdoors, biking, paddling, fishing and golfing along the beautiful Emerald Coast
  • Giving time and talent in support of our amazing developmentally disabled friends
  • Teaching the next generation of Certified Financial Planners
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