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