People Archive - Waverly Advisors

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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Quarterly Review & Market Outlook – 1st Quarter 2024
April 15, 2024
Waverly Advisors Acquires McShane Partners
April 9, 2024
Waverly M&A Marks $10 Billion AUM Milestone
March 5, 2024
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Quarterly Review & Market Outlook – 1st Quarter 2024
Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on April 15, 2024
New Year. New You?
Written by Laura Baker, CFP® on February 16, 2024
2024 Social Security and Medicare Changes: What to Know
Written by Gavin Gillison, CFP® on February 16, 2024
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BackRecent News
Waverly Advisors Acquires McShane Partners
April 9, 2024
Waverly M&A Marks $10 Billion AUM Milestone
March 5, 2024
Waverly Advisors Acquires StrategIQ Financial Group
January 3, 2024
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Filtered Search: Montgomery, AL

Anneliese E. Roemer Senior Client Service Associate

Montgomery, AL

334.387.3629

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

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