Justin Snell in

Justin Snell

Wildcard · DISC type cis
Chief Operating Officer at Waverly Advisors, LLC
📍 Birmingham, Alabama, United States

Justin Snell is the Chief Operating Officer and a Partner at Waverly Advisors, where he oversees day-to-day management, operations, and compliance. With over 20 years of public accounting experience, he specializes in forensic investigations and fraud risk management. He is a Certified Public Accountant and graduated magna cum laude from Clemson University.

Outside of work, Justin is an avid college football fan who enjoys the outdoors, reading, and spending time with his wife and children.

He holds the Certified in Financial Forensics (CFF) designation, reflecting his specialized expertise in forensic accounting.

Read the full overview →
Experience
28 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Birmingham, Alabama, United States
Personality Overview

How Justin shows up

Requires Proof
Friendly But Slow
ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Justin cares about

Wealth Management
As COO of a major advisory firm and formerly of BT Wealth Management, he is deeply involved in the wealth management industry and its operational strategy.
Financial Forensics
He is a Certified in Financial Forensics (CFF) professional with over 20 years of experience in fraud investigation and risk management.
+5 more topics Login to view topics
Career

Work history

7-2022
Chief Operating Officer
Waverly Advisors, LLC
8-2019 - 7-2022
Chief Compliance Officer
BT Wealth Management, LLC
10-2017 - 7-2022
Chief Operating Officer
BT Wealth Management, LLC
1-2013 - 10-2017
Director
Bennett Thrasher
1-2001 - 1-2013
Director
KPMG Advisory
In the press

Media appearances

Justin Snell - Chief Operating Officer at Waverly Advisors, LLC. Featured in TheOrg.com
See now
Education
1992 - 1996
BS
Clemson University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Justin. Free, 10 seconds.