Sherry L Tatum, CPA - Warren Averett LLC

Waverly Advisors is an independent registered investment advisor based in Montgomery, AL, managing approximately $17.3 billion in assets across various services, including personal wealth management, family office, retirement planning, and institutional consulting. With a dedicated team of 290 professionals holding prestigious credentials such as CFP, CPA, and CFA, the firm emphasizes a client-focused approach that combines investment management with comprehensive financial planning. Committed to enhancing client outcomes, Waverly Advisors has recently expanded its capabilities through strategic acquisitions, strengthening its infrastructure and resources. The firm prides itself on being fee-only and fiduciary, ensuring transparent and collaborative service tailored to individual and corporate needs. Generated from the website

Warren Averett is a leading accounting firm based in Montgomery, AL, offering audit, tax, accounting, and consulting services to companies throughout the Southeast. Specializing in industries such as manufacturing, construction, healthcare, and retail, their team of over 800 professionals provides a range of services including corporate advisory, technology solutions, and client accounting services. With multiple office locations, Warren Averett is dedicated to helping businesses thrive and achieve their goals through personalized and comprehensive financial solutions. Their expertise in various sectors, combined with a commitment to excellence, makes them a trusted partner for companies seeking professional accounting services. Generated from the website