Gavin P. Gillison, CFP®

Gavin Gillison joined Waverly Advisors in 2012 and is a Partner and a Wealth Advisor. Gavin’s primary responsibilities include coordinating and interacting with clients concerning various financial matters, such as retirement planning and investment management. His prior experience includes work with a brokerage firm in Birmingham. Gavin and his wife live in Pell City, Alabama with their three children.

Education

• Bachelor of Science in Finance
  University of Alabama at Birmingham, Birmingham, AL
• Master of Science in Human Environmental Sciences with a
  specialization in Family Financial Planning and Counseling
  University of Alabama, Tuscaloosa, AL

Professional Affiliations

• Financial Planning Association of North Alabama

Community Involvement

• Church of the Highlands, Member
• University of Alabama, Birmingham College Recruiting Team
• Big Brothers Big Sisters of Greater Birmingham, Young Advisory Board

Ask Me About

• What you need to know about Social Security and Medicare
• How to preserve wealth and leave a legacy
• The importance of having a plan for retirement
• Our comprehensive financial planning approach
• Alabama football
• Scuba diving with sharks
• Zip lining through the rain forest