M. Brooks Clark, CFP®

M. Brooks Clark, CFP®

Brooks joined Waverly Advisors through the merger of Clark Financial Advisors in the spring of 2022. Brooks became a Certified Financial Planner in 1983 when the planning industry was in its infancy and built the Clark Financial firm on a foundation of fee-only planning to a broad range of clients across Northeast Alabama. Brooks resides in Birmingham with his wife and they enjoy spending time in her olive grove near Pensacola.


  • Bachelor of Science, Economics
    Western Kentucky University
  • Graduate studies in Economics
    University of Louisville
  • Commercial Banking studies
    The Darden Business School at the University of Virginia
  • Graduate degree in Commercial Banking
    University of Oklahoma

Community Involvement

  • Former Chairman of the Boys and Girls Club Board of Alabama
  • Former Chairman of the Board of United Savings Bank
  • Board member of Regional Medical Center, N.E. Alabama

Ask Me About

  • How the financial planning industry has changed over the past 40 years
  • Why it’s important to arm yourself with financial knowledge so that you will not be abused by the financial industry
  • How serving in the Army during the Vietnam War era changed my life
  • How the fear of losing a bet turned out to be the best thing that ever happened to me