Waverly Advisors, LLC
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Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.
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Josh Reidinger
Chief Executive Officer
Josh Reidinger
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Clay McDaniel, CFA
Partner, Chief Investment Officer of Private Markets
Heath Echols
Chief Technology Officer
James Lazenby
Chief Financial Officer
John Cox, CFA, CAIA
Chief Investment Officer and Partner
Justin Snell
Chief Operating Officer
Lynn Lackey
Director Of Human Resources
Robyn Martin-Schubart
Marketing Manager
Brent Gunn
Partner, Chief Information Officer
Anna Lashley
Senior Compliance Associate
