Full-Time
Associate Wealth Advisor
Waverly Advisors
201-500 employees
Independent, fee-only investment management and planning
No salary listed
Pensacola, FL, USA
Remote
Occasional travel to meet with clients may occur.
Bachelor's
 Finance & Banking (1) |
|---|
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- A bachelor's degree in Finance, Financial Planning, Business, or a related field is required.
- Three to five years of experience performing financial planning in the financial services industry is required, preferably in a registered investment advisor or broker/dealer environment.
- Adeptness with financial planning software such as eMoney, RightCapital, or MoneyGuidePro is required.
- Proficiency in Microsoft Office Suite, especially Excel, is required.
- The ability to explain complex financial concepts clearly and concisely through verbal and written communication is required.
- The ability to analyze large amounts of financial data and comply with regulations is required.
- The ability to work independently and collaboratively in a team environment is required.
- The role requires prolonged periods of sitting at a desk and working on a computer.
- The role requires the ability to lift 15 pounds at times and access and navigate each department at the organization's facilities.
- Conduct thorough financial assessments and gather relevant client information to understand financial goals, risk tolerance, and investment preferences.
- Develop personalized financial plans and budgets incorporating investment strategies, retirement planning, tax planning, estate planning, and risk management.
- Evaluate client financial documents, including income, expenses, and liabilities, to complete planning work under an advisor's direction.
- Gather, build, and summarize financial planning deliverables using financial planning software.
- Collaborate with clients to implement financial plans, monitor progress, and make necessary adjustments.
- Stay current with market trends, financial regulations, and industry best practices.
- Build and maintain client relationships through regular communication and proactive support.
- Educate clients on financial planning concepts and strategies to improve financial literacy and informed decision-making.
- Collaborate with team members to deliver holistic financial planning solutions.
- Experience performing financial planning in a registered investment advisor or broker/dealer environment.
- Experience with eMoney is strongly preferred.
- Certified Financial Planner certification is strongly preferred.
- Experience with Salesforce, Orion, and Schwab is strongly preferred.
Waverly Advisors is an independent, fee-only Registered Investment Advisor that provides investment management and financial planning services. It serves individuals, families, corporate retirement plans, trusts, endowments, and institutions across Alabama, Florida, and Georgia, managing more than $4.8 billion in assets with a team of over 40 professionals in seven locations. Its offerings include comprehensive wealth planning and ongoing investment management, plus plan design and consulting for retirement plans, acting as an ERISA 3(38) investment fiduciary when needed. The company differentiates itself through its fiduciary independence, large, collaborative team, and personal, relationship-driven approach rather than product-driven advice. Its goal is to help clients achieve their financial objectives and “live their life to the fullest” with confidence and financial freedom by delivering disciplined planning and accountable, independent guidance.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Birmingham, Alabama
Founded
1999
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Simplify's Take
What believers are saying
- July 28, 2026 InVista added $332 million and strengthened Montgomery, Alabama coverage.
- June 2026 WealthPlans added tax and accounting capabilities, deepening cross-sell into affluent households.
- Current SEC filings and website updates show continued expansion and active capital deployment.
What critics are saying
- WPCG and HGGC-backed roll-up culture demands constant deals; integration failures hit 2027 growth.
- Advisor departures after acquisitions destroy client relationships and trigger AUM leakage within twelve months.
- A stalled acquisition pipeline breaks Waverly's scale thesis and leaves a fragmented national platform.
What makes Waverly Advisors unique
- August 2026 website shows 50+ locations across 20 states, not a regional shop.
- Since 2021, Waverly completed 35 acquisitions, combining planning, tax, trust, and investments.
- Smithfield Trust and InVista add fiduciary trust depth and local market density.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Twelve paid holidays
Paid Vacation
Unlimited Paid Time Off
Flexible Work Hours
Hybrid Work Options
Remote Work Options
Sabbatical Leave
Profit Sharing
Growth & Insights and Company News
6 month growth
↑ 27%1 year growth
↑ 27%2 year growth
↑ 27%How Alabama Family Trust invests funds for families. At Alabama Family Trust, its number one commitment is protecting your loved one's quality of life - today, tomorrow, and for as long as possible. One of the most important parts of that protection is how the funds inside a trust are invested. To make sure families receive professional investment management, Alabama Family Trust partners with Waverly Advisors, a nationally respected investment advisory firm with deep experience in fiduciary management. Professionally Managed. Transparent. Customizable. "We help explain the investment options available for each trust," says Evan Lichter, CFO of Alabama Family Trust. "Families can choose from conservative options like cash and high-quality bonds or take more risk depending on their own goals for growth over time." Whether a family prefers the safest stability available or wants to build a long-term investment strategy using a blend of stocks and bonds, those choices are made together with guidance from Waverly Advisors and AFT. Investments are placed only with reputable, well-known companies and funds. Every family receives: * Professionally managed portfolios through Waverly Advisors * Monthly statements * Full transparency into holdings * 24/7 secure online access to view trust account balances anytime "We want families to see exactly where their money is at any point," Lichter adds. Helping Families Understand What's Possible For many family members, the transition into long-term care can happen fast and is often emotional and overwhelming. "A lot of families are taken aback by healthcare costs," explains Melanie Nichols of Waverly Advisors. "They've had to put their loved one into a nursing home, which is sad already. Being able to help them see the benefit of placing money into a trust, knowing it can be stewarded well and last - that is such meaningful work." Nichols says part of Waverly's role is also being a calm, steady voice when the unexpected happens such as stock market headlines, economic worries, or uncertainty. "They see something on the news and they panic," she says. "We want to be the phone call. We want them to reach out and say, 'Help me understand this. Do I need to change anything?' We walk alongside families so they feel confident about the decisions they've made." The bottom line Families who choose Alabama Family Trust don't do this alone. They receive real investment options, professional management through Waverly Advisors, and the ability to see and understand where their trust funds are at all times. Because protecting quality of life in the future begins with wise stewardship today.
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Jul 28, 2026-- Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients, has acquired InVista Advis
Waverly Advisors acquires InVista, adding $332M in AUM. The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial. Diana Britton, Executive Editor, Wealth Management July 28, 2026 Waverly Advisors, an acquisitive Birmingham, Ala.-based registered investment advisor, has acquired InVista Advisors, a hybrid RIA previously affiliated with LPL Financial in Montgomery, Ala. The eight-person team manages about $332 million in assets under management and represents Waverly's fifth location in the state. "InVista has built an outstanding reputation within the Montgomery market," said Waverly President and CEO Justin Russell, in a statement. "This acquisition expands Waverly's presence in Alabama and strengthens the firm's ability to serve clients across the state, while bringing together two firms that share a deep commitment to people, planning and long-term growth." InVista's team has joined Waverly and dropped its LPL affiliation. That includes partners and wealth managers Carl "Brandt" McDonald Jr., Austin and Michael Barranco, wealth advisors Lisa Free and Mary Kathryn Smith, and Associate Wealth Advisor Chad Conoly. Senior client service associates Jacqueline Costner and Tina McDowell have also joined Waverly. On its website, InVista said it decided to join Waverly to expand the resources and services available to clients. "This transaction marks a defining new chapter - one that expands opportunities for our employees and deepens our commitment to the clients we serve," Michael Barranco said in a statement. "Waverly's proven track record of growth and collaboration made them the clear choice as our long-term partner, and we look forward to everything we can accomplish together." The acquisition marks Waverly's 35th transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group and HGGC's Aspire Holdings platform. The RIA now has total assets of $35.6 billion. This follows Waverly's June acquisition of WealthPlans and its affiliate, Cooley & Associates, adding approximately $250 million in assets. Waverly manages assets for high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions, and has 52 offices across the U.S. and a team of over 450 professionals. Executive Editor, Wealth Management Diana Britton is the Executive Editor of Wealth Management, covering independent broker/dealers and RIAs from all angles. She's also the host of the Jesse H. Neal Award Winning Podcast, The Healthy Advisor, focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
Alabama company purchases Smithfield Trust. The parent company of Alabama-based Waverly Advisors, a fee-only federally registered investment adviser, recently purchased the equity of Pittsburgh-based Smithfield Trust Co., a company providing comprehensive fiduciary wealth management services, for a nondisclosed amount. The transaction closed on June 12. "Acquiring respected trust companies has been a long-standing goal of Waverly's," Justin Russell, Waverly president and CEO, said. "Smithfield's unified approach to trust, tax and investment management directly supports Waverly's mission of building a cohesive and world-class service offering to better serve our clients. Smithfield's unwavering commitment to client-first principles aligns seamlessly with Waverly's philosophy." Smithfield President and CEO Elizabeth Poggi and Chairman and Chief Investment Officer Timothy Rice will join Waverly as co-regional directors. Smithfield's 21 employees also will join Waverly. Smithfield manages approximately $3 billion in assets and offers fully integrated fiduciary wealth management services such as trust and estate administration, customized investment management, tax and charitable planning, and estate planning. Waverly Advisors manages approximately $35.5 billion in assets and serves high-net-worth individuals, families, corporate retirement plans and institutional clients. The company has 51 offices nationwide and employs more than 460 people. The purchase is Waverly's 34th since accepting an equity investment from Wealth Partners Capital Group and HGGC's Aspire Holdings platform in December 2021.
Waverly Advisors has acquired Smithfield Trust Company, a Pennsylvania-chartered trust company managing $3 billion in assets, for an undisclosed amount. The deal adds 21 professionals to Waverly and brings its total assets under management to approximately $38.5 billion. Smithfield's leadership will join Waverly as Co-Regional Directors. This marks Waverly's 34th transaction since accepting equity investment from Wealth Partners Capital Group and HGGC's Aspire Holdings platform in December 2021. Founded in 1999, Waverly now operates 51 offices across the US. The acquisition expands the federally registered investment adviser's trust service capabilities whilst strengthening its national footprint in wealth management solutions for high-net-worth individuals, corporate retirement plans and institutional clients.