Joshua L. Reidinger
Josh Reidinger has been with Waverly Advisors since 1996 and serves as CEO. Josh’s primary responsibility is establishing and executing the strategic direction of the firm. He is heavily involved in all areas of growth including mergers and acquisitions. Josh is a voting member of the Strategic Board and Operating Board. Throughout his career, Josh has worked with complex, multi-generational clients and still remains closely involved with select clients. He is passionate about serving clients, fellow team members and his community. Josh and his wife, Whitney, live in Homewood, Alabama with their three children.
Education
- Bachelor of Science in Business Administration in Accounting
Samford University, Birmingham, AL
- Master of Accountancy
University of Alabama at Birmingham, Birmingham, AL
Professional Affiliations
- Estate Planning Council of Birmingham
- Birmingham Business Journal’s Top 40 Under 40, 2009
- Samford University Distinguished Accounting Alumni Award, 2012
Community Involvement
- Restoration Academy, Former Board Member/Finance Committee Chair
- Birmingham Young Life, Committee Member, Past Chair
- Samford University, Cross-Country and Track & Field Assistant Coach
- Samford University Accounting Advisory Board
- Leadership UAB
- Licensed Foster Parent
- United Way of Central Alabama: Cabinet Member and Former Pacesetter and Tocqueville Recruitment Committees Member
Ask Me About
- Why it is important to have a well-crafted wealth management plan BEFORE you sell your company
- Why your multi-generational family may need a personal CFO
- How your philanthropy can reinforce your family’s values
- How children in Central Alabama, Central America and Central Africa changed my life
- My first job at Waverly
- What 30+ years of distance running has taught me
