Waverly Advisors
Investment Analyst

Luna Mora

Luna Mora joined Waverly in May of 2024 and serves as an Investment Analyst. Luna interned with private equity firm New Capital Partners during the summer and fall of 2023. She also interned at the Public Affairs Research of Alabama as a Data Analyst and at Momentum Leaders as an Event Coordinator. During her senior year at Samford University, Luna served as the President and Co-Manager of the Information Technology sector within the Bulldog Fund, a $3.8 million student-managed fund that contributes to the university’s endowment. This opportunity allowed her to conduct thorough financial analyses, and make strategic investment decisions. Collaborating closely with team members, Luna executed investment strategies, gaining an understanding of managing portfolios in dynamic market environments.

Luna enjoys researching and uncovering trends and untapped opportunities as well as collaborating with her team. In her spare time, she enjoys sunny days and loves to be outdoors. The majority of her free time is spent with family and friends. She loves traveling, learning from different cultures, and is always looking for new places to explore!

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

  • Bachelor of Science in Business Administration – Brock Scholar in Finance and Marketing with a concentration in Data Analytics
    Samford University, Birmingham, AL

Professional Affiliations

  • Financial Management Honor Society
  • Beta Gamma Sigma

Community Involvement

  • Sunday School Teacher at Shades Mountain Baptist Church