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Our Firm

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.

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.

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