Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

OUR TEAM

Associate Wealth Advisor

Daniel Hudspeth, CFP®

Daniel serves as an Associate Wealth Advisor of McShane Partners, now Waverly Advisors, LLC. In his role, he assists the Wealth Advisory Team with all aspects of the financial planning process, as well as managing ongoing client activities. In addition to client services, Daniel is responsible for maintaining and implementing new planning technology for the firm.

Daniel is a native of Fort Mill, South Carolina and is a graduate of Winthrop University, where he earned a Bachelor of Science degree in Business Administration with concentrations in Financial Planning and Accounting. Daniel obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021 and is a member of the Financial Planning Association of Charlotte.

In his spare time, Daniel enjoys spending time with his wife Kara and son Mac in addition to cycling and golfing.

Personal and Professional Achievements

  • Graduate of Winthrop University with a BS in Business Management with concentrations in Finance and Accounting
  • Obtained CERTIFIED FINANCIAL PLANNER™ certification in 2021
  • FINRA Series 65 Licensed
  • Member of the Financial Planning Association of Charlotte