CoverProfile

Kelly Clary

Partner, Regional Director, Wealth Advisor

Waverly Advisors LLC

United States, Alabama, Huntsville

About Me

Kelly Clary develops comprehensive strategies with clients that focus first on protection of assets, risk management and generational wealth transfer. With more than 20 years of experience in the financial services industry, Kelly has extensive experience serving clients in the private and public sectors, as well as providing financial planning and asset management along with other financial related services for families and individuals. Kelly resides in Huntsville with his wife and their three children. Kelly and his wife enjoy being involved in numerous civic and community activities throughout Huntsville and surrounding areas.

Profile Information

Partner, Regional Director, Wealth Advisor

Waverly Advisors LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Huntsville

Alabama

United States

Feb 20, 2025

More profiles to browse

JC
John Cox
Chief Investment Officer and Partner
JR
Joshua Reidinger
CEO
JH
Jeffrey Helms
Partner
Profile Photo
Justin Russell
Partner and President

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management