Waverly Advisors Announces 2021 Promotions

Written on May 21, 2021

Waverly Advisors is pleased to announce the following promotions for this year. Below is the list of the 11 well-deserving professionals who were promoted. Congratulations to all!

Andrea Johnson, Principal / Chief Compliance Officer

Drew Gearhart, CFP®, Senior Client Consultant

Gavin Gillison, CFP®, Director of Financial Planning / Senior Client Consultant

Jonathan Osborne, QKA, Daily 401(k) Operations Senior Manager

Ashley Tucker, CFP®, Financial Planner / Client Consultant

Kelly Pan, Trader

MaryPat Peeples, CFP®, Financial Planner

Evan Crouse, CFP®, Financial Planner / Client Consultant

Mary Lassiter Chapman, Senior Client Service Associate

Amy Pollard, FPQP™, Senior Paraplanner

Denise Coleman, Senior Client Service Associate



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