Melanie Nichols, CFA, CFP®

Melanie joined Waverly Advisors in 2011.  She brings more than 30 years of investment management and comprehensive financial planning experience to her clients.  As a member of the firm’s Investment Committee, she directs the management of investment portfolios for high-net-worth families, retirement plans and nonprofit organizations.

Education

• Bachelor of Arts in International Economics
  Birmingham-Southern College, Birmingham, AL
• Master of Business Administration
  University of Alabama, Tuscaloosa, AL
• Certified Financial Planner
  College for Financial Planning, Denver, CO
• Chartered Financial Analyst
  Institute of Chartered Financial Analysts, Charlottesville, VA

Professional Affiliations

• Chartered Financial Analyst Society of Alabama
• Financial Planning Association of North Alabama
• Vanguard’s Registered Investment Advisor Council

Community Involvement

• Heart Gallery Alabama, Chairperson of the Board
• Oasis Counseling Center for Women and Children, Advisory Board
• Birmingham-Southern College Alumni Advisory Board Member
• Asbury United Methodist Church, Staff-Parish Relations Committee, Chancel Choir, Handbell Choir and Altar Guild

Ask Me About

• Ways institutions can protect their capital in volatile markets
• Why a spending policy matters to your institution
• How to create “bond-like” returns in a challenging interest rate environment
• Why multi-generational families need to talk more about money
• How to teach your children and grandchildren to manage charitable giving
• Majoring in music & religion, and how I ended up in the financial services industry