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Christopher H

Series 63

Mandeville, LA

Waverly Advisors, LLC

Christopher Hitzman is a financial advisor at Waverly Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has worked previously at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he is an insurance agent selling fixed and traditional insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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