Investment Analyst

Joshua Taylor

Joshua Taylor has been with Waverly Advisors as an Investment Analyst since November 2022. Joshua supports the investment team in delivering tailored portfolio solutions to high-net-worth individuals, families, and business owners. He assists in portfolio construction, investment research, and performance analysis, playing a key role in helping the firm provide thoughtful, data-driven strategies aligned with each client’s financial goals.

Joshua works closely with senior advisors and Waverly’s internal Investment Committee, contributing to asset allocation reviews, manager due diligence, and ongoing market analysis. His strong analytical skills and attention to detail help ensure the firm’s investment recommendations are both rigorous and responsive to changing market conditions

[email protected]

205-314-6214

Birmingham, AL

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Science in Business Management and Administration- Samford University, Birmingham, AL

Community Involvement

Samford University Step Singer Performer 2018-2022

Ask Me About

My favorite musical instrument to play
Being a part of Samford Bulldog Fund Team