Jack Adams

Partner at Waverly Advisors

Role: Partner at Waverly Advisors, LLC
Location: Birmingham, AL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jack Adams

A little bit about the firm: Warren Averett is one of the top accounting firms in the country with over 775 professionals located across the Southeast. The partners of Warren, Averett, Kimbrough and Marino noticed a need among their tax clients for independent, objective financial planning advice. So in they created the Wealth Management division to address this need. Since that time, the firm has experienced tremendous growth surpassing the $1.5 billion mark in assets under management. A little bit about myself: I was born and raised in Decatur, AL. Attended The University of Alabama and since then have worked in the Financial Services industry. I currently serve as a relationship manager and investment advisor to 401k plans while also responsible for developing business within our firm. Specialties: 401k Plans, Retirement Planning, Investment Allocation

Experience

Partner
Waverly Advisors, LLC
Jan 2018 — Present · Birmingham, AL, US

Education

University of Alabama
Bachelor of Science (B.S.), Finance, General
2001 — 2005

Contact information

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Work email
j••••••••@waverly-advisors.com
Personal email
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Direct dial
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Current company

Waverly Advisors, LLC

Financial Services · 336 employees · Founded 1999 · Birmingham, Alabama, United States

Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission. For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice. As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary. At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest. Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours. While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence. Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission. ©2025 Waverly Advisors, LLC. All rights reserved.

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