A partner in Waverly Advisors since 2011, Melanie brings more than 30 years of experience and expertise to her work serving individuals, families and non-profits through comprehensive financial planning and investment management.
Melanie most enjoys working with clients who seek peace of mind in their financial lives, and she has devoted a large part of her practice to working with women, especially those in the midst of hard seasons like navigating death of a spouse or divorce. Through comprehensive financial planning, Melanie finds that the clients she serves are able to write their own script on what financial planning looks like for them, and she is passionate about walking alongside them as a guide during this process.
She has spent many of her years honing her investment knowledge and she puts this into practice as an integral part of Waverly’s Investment Committee. As a Chartered Financial Analyst, Melanie and the other knowledgeable committee members direct the management and decision making for all client portfolios including retirement plans and non-profit organizations.
Melanie and her husband Jay enjoy traveling anywhere Southwest Airlines flies and especially when it means seeing their son, Colin and daughter, Dailey who are now launched into the real world! As a family, they enjoy experiencing all the good of life together like a Broadway show, a good concert, or a great meal at a new restaurant. Melanie is actively involved at Asbury United Methodist and also with several organizations in Birmingham who serve women and children in need.