Client Service Associate

Caitlin Powers

Caitlin Powers joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As Client Service Associate, Caitlin brings several years of experience in Investment Management, Financial Planning, and 15 years of the banking and mortgage industry. Caitlin finds great fulfillment in assisting her clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.

Caitlin cherishes the moments spent with her husband, Brandon and two children, Chloe and Brady. They particularly enjoy traveling to the beach or whatever sporting event their kids have them at and enjoying all things New Orleans from Mardi Gras, crawfish boils and festivals. Caitlin also owns a business with her husband specializing in commercial and residential glass.

[email protected]

504-356-9319

New Orleans, LA (Mandeville)

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Northwestern University, B.S.

Professional Affiliations

Habitat for Humanity; Hammer and Heels Committee
Northshore Home Builders Association
St Tammany Chamber of Commerce

Community Involvement

Coquille Park and Recreation