Waverly Advisors

Waverly Secure – August 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 independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), 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. This information should be used as a reference only.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
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For more information, please see our other important disclosures: Disclosure – Waverly Advisors (https://waverly-advisors.com/disclosure/)

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      Brent Gunn
      MEET THE AUTHOR
      Partner, Chief Information Officer

      Brent Gunn joined Waverly Advisors in March of 2023. He serves as Partner and Chief Information Officer.  His experience within the wealth management industry and keen understanding of sensitive information required and trusted in our firm, makes Brent an asset in his role.  He will be responsible for the optimization, implementation, oversight, security and maintenance of the firm's network infrastructure.