Waverly Secure – September 2025
Vishing, short for voice phishing
A type of cyberattack where criminals use phone calls to deceive individuals into giving away sensitive information or access to systems. Unlike traditional phishing that targets email or text messages, vishing relies on the personal and immediate nature of voice communication. Attackers often impersonate trusted figures such as IT personnel, managers, or vendors, creating a sense of urgency or authority to pressure victims into compliance. Because these calls can sound very convincing, technology alone cannot fully prevent vishing attacks—human awareness and caution are essential.
How to Protect Against Vishing
- Always verify the identity of anyone requesting confidential information by using a separate method of communication (e.g., calling back on a known company number).
- Be cautious of unsolicited requests, especially those with urgent demands for:
- Passwords
- Security badges
- System access
- Follow your company’s security protocols at all times.
- Never share credentials or grant access without proper authorization.
- Use multi-factor authentication to add an extra layer of security beyond just a password.
- Promptly report suspicious calls or requests to your IT or security team to help prevent potential breaches.
Vishing attacks prey on the natural human tendency to trust others, particularly when a caller seems authoritative or creates a sense of urgency. This makes vigilance the best defense. By staying informed about the risks and following best practices, every member of an organization can help protect sensitive information and reduce the likelihood of falling victim to these deceptive schemes.
Please feel free to reach out to your trusted Waverly advisor, should you have any questions.
IMPORTANT DISCLOSURES
THE INFORMATION PRESENTED IN THIS DOCUMENT IS FOR GENERAL INFORMATIONAL AND EDUCATIONAL PURPOSES, AND IS NOT SPECIFIC TO ANY INDIVIDUAL’S PERSONAL CIRCUMSTANCES. NOTHING IN THIS DOCUMENT CONSTITUTES, OR SHALL BE RELIED UPON AS INVESTMENT, LEGAL, OR TAX ADVICE TO ANY PERSON. THE INFORMATION IN THIS DOCUMENT IS PROVIDED EFFECTIVE AS OF THE DATE OF ITS PUBLICATION, DOES NOT NECESSARILY REFLECT THE MOST CURRENT STATUS OR DEVELOPMENT, AND IS SUBJECT TO REVISION AT ANY TIME. INVESTING INVOLVES RISK, AND PAST PERFORMANCE DOES NOT NECESSARILY PREDICT FUTURE RESULTS. NONE OF WAVERLY, OR ANY OF ITS OFFICERS, MEMBERS OR AFFILIATES, IN ANY WAY WARRANT OR GUARANTEE THE SUCCESS OF ANY ACTION THAT ANYONE MAY TAKE IN RELIANCE ON ANY STATEMENTS OR RECOMMENDATIONS IN THIS DOCUMENT.
WAVERLY ADVISORS, LLC (“WAVERLY”) IS AN SEC-REGISTERED INVESTMENT ADVISER. A COPY OF WAVERLY’S CURRENT WRITTEN DISCLOSURE BROCHURE AND FORM CRS (CUSTOMER RELATIONSHIP SUMMARY) DISCUSSING OUR ADVISORY SERVICES AND FEES REMAINS AVAILABLE AT HTTPS://WAVERLY-ADVISORS.COM/. YOU SHOULD NOT ASSUME THAT ANY INFORMATION PROVIDED SERVES AS THE RECEIPT OF, OR AS A SUBSTITUTE FOR, PERSONALIZED INVESTMENT ADVICE FROM WAVERLY ADVISORS, LLC (“WAVERLY”). THIS INFORMATION SHOULD BE USED AS A REFERENCE ONLY. TALK TO YOUR WAVERLY ADVISOR, OR A PROFESSIONAL ADVISOR OF YOUR CHOOSING, FOR GUIDANCE SPECIFIC TO YOUR SITUATION. PLEASE NOTE: THE SCOPE OF THE SERVICES TO BE PROVIDED DEPENDS UPON THE NEEDS OF THE CLIENT AND THE TERMS OF THE ENGAGEMENT.
INVESTMENT ADVISORY SERVICES ARE OFFERED BY WAVERLY ADVISORS, LLC, AN INVESTMENT ADVISER REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION. © 2024 WAVERLY ADVISORS, LLC. ALL RIGHTS RESERVED.