Justin T. Russell, CIMA

Justin T. Russell, CIMA

Justin Russell has been with the Firm since 2006, is a Partner, and serves as President of Waverly Advisors. His primary responsibilities include overseeing Asset Management operations while developing comprehensive financial plans and managing investment portfolios for high net worth families and private foundations. Justin brings his clients over 19 years of investment experience. Justin resides in Homewood with his wife and daughter.

Education

  • Bachelor of Science in Finance/Economics
    Auburn University, Auburn, Alabama

Professional Affiliations

  • Investment Management Consultants Association
  • Birmingham Business Journal’s Top 40 Under 40, 2016

Community Involvement

  • Homewood City Schools BOE, Board member
  • Homewood City Schools Foundation, Former Board Member
  • Big Brothers Big Sisters of Greater Birmingham, Former Board Member

Ask Me About

  • How to talk to your children about the responsibility of wealth
  • How to retire with confidence and security
  • Why Buy and Hold isn’t dead
  • The conversation that changed my life
  • Why I love my ever increasing golf handicap
  • How a diehard Bama fan graduated from Auburn
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