Melanie L. Nichols, CFA, CFP®

Melanie L. Nichols, CFA, CFP®

Melanie L. Nichols joined Waverly Advisors in 2011 and serves as a Partner and Wealth Advisor.

Her responsibilities include directing the management of investment portfolios for retirement plans and nonprofit organizations. Melanie co-founded the Women’s Wealth Connection of WA, which provides comprehensive financial planning and investment management services for women. Melanie brings more than 30 years of investment management and comprehensive financial planning experience to her clients.

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, Board Member and President Elect
  • Oasis Counseling Center for Women and Children, Advisory Board
  • Birmingham-Southern College Alumni Advisory Board Member
  • Asbury United Methodist Church, Staff-Parish Relations Committee Chairperson, 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
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