Waverly Advisors
A Birmingham, Alabama -based independent wealth management firm with a strong Southeast regional presence and commitment to client relationships.
$5.7B
Client Assets (AUA)
9
Office Locations
80+
Professionals & Staff
Mergers & Acquisitions
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Leadership
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– John Merresh, Manager of Department
Core Client Offerings
Solution #1
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Schedule A Call
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Schedule A Call
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Our Locations
Reston, VA
2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management
Reston, VA
2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management
Reston, VA
2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management
Reston, VA
2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management
Accolades
News & Press
December 17, 2024
Get In Touch
Mac Selverian
Sales Rep.
Phone
561-567-8160
