David has been with Waverly since early 2007, and he is a Partner and Wealth Advisor. David’s primary responsibility is advising high net worth individuals and families regarding various financial matters. He works closely with clients to identify their goals and to develop a comprehensive plan to achieve them. He coordinates multiple planning areas including retirement planning, investment management, estate planning, charitable planning, tax planning, and more. David and his wife live in Hoover, Alabama with their three children.