Justin Snell in

Justin Snell

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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.

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Experience
28 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Birmingham, Alabama, United States
Personality Overview

How Justin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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.
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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
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Education
1992 - 1996
BS
Clemson University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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