Waverly Advisors, LLC (formerly Warren Averett Asset Management, an SEC-registered fee-only fiduciary Investment Adviser, CRD #115332, SEC File #801-60741) provides institutional-grade private wealth management, tax-integrated retirement planning, and estate and trust consulting from the Maritime Place building overlooking Pensacola Bay in Downtown Pensacola. Led locally by Partner, Regional Director, and Senior Client Consultant Joseph Ross ("Joe") McNair, CFP®, JD, CPA (CRD #4929619; Florida Bar #150081), who holds the rare triple credential of Certified Financial Planner™, licensed Florida attorney, and Certified Public Accountant, the practice collaborates closely with Warren Averett CPAs & Advisors to serve Escambia County retirees, military and aviation executives, physicians, and business owners with fiduciary portfolio construction, tax-efficient distribution engineering, and multi-generational wealth transfer.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Waverly Advisors, LLC); SEC IAPD Individual Profile — Joseph Ross McNair, CFP®, JD, CPA (CRD #4929619); Waverly Advisors, LLC Official Website — Pensacola Office
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60741; fee-only fiduciary wealth management practice (formerly Warren Averett Asset Management) located at Maritime Place, 350 W. Cedar Street, Suite 400, Pensacola, FL 32502.
Issuer: CFP Board / SEC / The Florida Bar
Notes: Led in Pensacola by Partner & Regional Director Joseph Ross ('Joe') McNair, CFP®, JD, CPA (CRD #4929619; Florida Bar #150081).
Factual details and direct answers about Waverly Advisors, LLC (formerly Warren Averett Asset Management)'s services, licensing, and credentials.
What credentials does Pensacola Partner Joseph R. McNair hold at Waverly Advisors?
Joseph Ross ('Joe') McNair (CRD #4929619) is a Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), and licensed Florida attorney (J.D., Florida Bar #150081). He leads Pensacola wealth advisory operations for SEC-registered Waverly Advisors, LLC (CRD #115332, SEC File #801-60741), formerly Warren Averett Asset Management.
How does Waverly Advisors coordinate tax, estate, and retirement income planning for Pensacola seniors?
Operating as a fee-only fiduciary RIA co-located with Warren Averett CPAs & Advisors at Maritime Place, the team integrates tax-sensitive portfolio management, Required Minimum Distribution (RMD) optimization, Roth conversions, trust and estate structuring, and long-term care liquidity planning under one roof.
Where is the Waverly Advisors / Warren Averett office located in Downtown Pensacola?
The office is located on the fourth floor of the Maritime Place building at 350 West Cedar Street, Suite 400, Pensacola, Florida 32502, adjacent to Blue Wahoos Stadium and Community Maritime Park.
Connect with complementary legal, financial, and residential providers serving seniors in Pensacola and Escambia County.
Quinnell Elder Law Firm
Pensacola, Escambia County
(850) 432-4386
Nature Trail (The Lodge at Nature Trail & Cottage Enclaves)
Pensacola, Escambia County
(850) 944-3222
Summer Vista Assisted Living Community
Pensacola, Escambia County
(850) 660-7607
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Complete guide to Escambia County senior property tax exemptions and Save Our Homes portability.
Saltmarsh Financial Advisors, LLC
Pensacola, Escambia County
The Leidner Group — Merrill Lynch Wealth Management
Pensacola, Escambia County
Safe Harbor Fiduciary, LLC
Pensacola, Escambia County
Iron Horse Wealth Strategies — Raymond James Financial Services
Pensacola, Escambia County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.