This is Waverly’s second acquisition within the last four weeks and its third acquisition of 2023. This merger further establishes Waverly as a leading wealth management firm in the fast-paced RIA market.
In the Press“This year has been exciting for the Waverly Atlanta team as the Gwynn partnership marks our second acquisition in the region, following Omni Wealth Management in March,” said Scott Craig, Regional Director...
Awards & RankingsThis award is determined by the nominated individual’s interaction, impact, and success in the Huntsville Community.
Second Quarter Market UpdateInflation fell quickly despite continued labor market strength. Housing prices bottomed despite nosebleed mortgage rates.
