CoverProfile

David Foreman

Partner and Wealth Advisor

Waverly Advisors LLC

United States, Alabama, Birmingham

About Me

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.

Profile Information

Partner and Wealth Advisor

Waverly Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Birmingham

Alabama

United States

Mar 6, 2025

More profiles to browse

Profile Photo
Kelly Clary
Partner, Regional Director, Wealth Advisor
JH
Jeffrey Helms
Partner
Profile Photo
Melanie Nichols
Partner, Regional Director, Wealth Advisor
Profile Photo
Irby Thompson
Partner, Wealth Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth