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McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners has a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

About McShane Partners
Our Services

McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners' Services

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.

Contact Daniel

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
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McShane Partners is an assumed name of Waverly Advisors, LLC.  Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory services of some of its investment adviser representatives based in North Carolina. The services provided under the McShane Partners trade name are not provided by a partnership or a company separate from Waverly Advisors, LLC.  All investment advisory services provided under the McShane Partners trade name by investment adviser representatives of Waverly Advisors, LLC, acting on behalf of Waverly Advisors, LLC, are investment advisory services of Waverly Advisors, LLC. Some of the documents included in this website (including news and insights) predate the date when McShane Partners joined Waverly Advisors, LLC and the information in such documents, including disclosures, has not been updated.  All regulatory disclosures applicable to McShane Partners, such as the Form ADV 2A Brochure, the Form ADV 3 CRS or the Privacy Policy, are the regulatory disclosures of Waverly Advisors, LLC.

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