Melanie most enjoys working with clients to create peace of mind in their financial lives. A part of the Waverly Advisors family as partner since 2011, Melanie brings more than 30 years of experience and expertise to her work serving families and individuals through comprehensive financial planning. Melanie has devoted a large part of her practice to working with women, especially those in the midst of hard seasons like navigating death of a spouse or divorce. She is passionate about walking alongside all of her clients, understanding their unique goals and equipping them with the tools they need to succeed. She also co-founded Waverly Women, an initiative designed to support and connect women through all stages of their financial journey.
As a Chartered Financial Analyst, Melanie has extensive knowledge about investments and serves as an integral part of Waverly’s Investment Committee. She helps direct the management and decision making for all client portfolios, retirement plans and nonprofit organizations. Her experience and expertise have been recognized by Forbes the past two years, earning her the honors of being named one of Forbes 2023 Best-In-State Wealth Advisors and 2024 Top Women Wealth Advisors in State.
Melanie and her husband Jay enjoy traveling anywhere Southwest Airlines flies, especially when it means seeing their son, Colin and daughter, Dailey. As a family, they enjoy experiencing all the good of life together; Broadway shows, concerts, or a great meal at a new restaurant. Melanie is actively involved in her church, Asbury United Methodist. She teaches Sunday School, serves on the floral arrangement committee and as a member of the handbell and chancel choirs. She enjoys volunteering time with organizations close to her heart: the Heart Gallery Alabama, YMCA, and Oasis Counseling Center.