Justin T. Russell, CIMA

Justin Russell has been with the Firm since 2006, is a Partner, and serves as President of Waverly Advisors. His primary responsibilities include overseeing Asset Management operations while developing comprehensive financial plans and managing investment portfolios for high-net-worth families and private foundations. Justin brings his clients over 19 years of investment experience. 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