Melanie Luther Nichols
Investment Committee Member at Waverly Advisors LLC (Alabama)
Profile
Ms. Melanie L.
Nichols, CFA MBA, is a Partner, Regional Director & Wealth Advisor at Waverly Advisors LLC (Alabama).
She has over 30 years of experience in investment management and comprehensive financial planning.
As a member of the firm’s Investment Committee, she directs the management of investment portfolios for high-net-worth families, retirement plans and nonprofit organizations.
Ms. Nichols received her undergraduate degree from Birmingham-Southern College and an MBA from The University of Alabama at Birmingham.
Melanie Luther Nichols active positions
Companies | Position | Start |
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Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Committee Member | - |
Former positions of Melanie Luther Nichols
Companies | Position | End |
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Canterbury Trust Co., Inc.
Canterbury Trust Co., Inc. Investment Banks/BrokersFinance Part of Synovus Financial Corp., Canterbury Trust Co., Inc. is a company that provides trust, custody, investment, and consulting services. The company is based in Birmingham, AL. The company was founded by Benny M. LaRussa. Canterbury Trust Co. was acquired by Synovus Financial Corp. on January 31, 1999 for $8.29 million. | Corporate Officer/Principal | - |
Protective Life Insurance Co.
Protective Life Insurance Co. Life/Health InsuranceFinance Protective Life Insurance Co. operates as a stock life insurance company. It engages in the provision of financial services. It operates under the following segments: Real Life and Annuity, Acquisitions, Stable Value Products, Asset Protection, and Corporate and Other. The Retail Life and Annuity segment markets fixed universal life, indexed universal life, variable universal life, traditional, fixed annuity, and variable annuity. The Acquisitions segment focuses on acquiring, converting, and/or servicing contracts from other companies. The Stable Value Products segment sells fixed and floating rate funding agreements. The Asset Protection segment deals with the marketing of extended service contracts. The Corporate and Other segment is consisted of net investment income on assets. The company was founded in 1907 and is headquartered in Birmingham, AL. | Corporate Officer/Principal | 1999-12-30 |
Arlington Partners LLC
Arlington Partners LLC Investment ManagersFinance Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth. | Corporate Officer/Principal | - |
Training of Melanie Luther Nichols
Birmingham-Southern College | Undergraduate Degree |
The University of Alabama at Birmingham | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Arlington Partners LLC
Arlington Partners LLC Investment ManagersFinance Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth. | Finance |
Canterbury Trust Co., Inc.
Canterbury Trust Co., Inc. Investment Banks/BrokersFinance Part of Synovus Financial Corp., Canterbury Trust Co., Inc. is a company that provides trust, custody, investment, and consulting services. The company is based in Birmingham, AL. The company was founded by Benny M. LaRussa. Canterbury Trust Co. was acquired by Synovus Financial Corp. on January 31, 1999 for $8.29 million. | Finance |
Protective Life Insurance Co.
Protective Life Insurance Co. Life/Health InsuranceFinance Protective Life Insurance Co. operates as a stock life insurance company. It engages in the provision of financial services. It operates under the following segments: Real Life and Annuity, Acquisitions, Stable Value Products, Asset Protection, and Corporate and Other. The Retail Life and Annuity segment markets fixed universal life, indexed universal life, variable universal life, traditional, fixed annuity, and variable annuity. The Acquisitions segment focuses on acquiring, converting, and/or servicing contracts from other companies. The Stable Value Products segment sells fixed and floating rate funding agreements. The Asset Protection segment deals with the marketing of extended service contracts. The Corporate and Other segment is consisted of net investment income on assets. The company was founded in 1907 and is headquartered in Birmingham, AL. | Finance |
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