Justin T. Russell, CIMA

Justin Russell has been with Waverly since 2006 and serves as Partner, President and CEO of the firm.

Justin leads the executive team of an ever-growing organization. His main areas of focus are growing and developing successful teams and ensuring the financial success and security of the business. He does so with a servant’s heart and a genuine concern for every team member at Waverly. Justin brings over 20 years of investment experience to his role. Justin resides in Homewood with his wife and daughter.

Education

• Bachelor of Science in Finance/Economics
  Auburn University, Auburn, Alabama

Professional Affiliations

• Investment Management Consultants Association
• Birmingham Business Journal’s Top 40 Under 40, 2016

Community Involvement

• Homewood City Schools BOE, Board member
• Homewood City Schools Foundation, Former Board Member
• Big Brothers Big Sisters of Greater Birmingham, Former Board Member

Ask Me About

• How to talk to your children about the responsibility of wealth
• How to retire with confidence and security
• Why Buy and Hold isn’t dead
• The conversation that changed my life
• Why I love my ever-increasing golf handicap
• How a diehard Bama fan graduated from Auburn