Brent Gunn
Brent Gunn joined Waverly Advisors in March of 2023. He serves as Partner and Chief Information Officer. His experience within...
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Brent Gunn joined Waverly Advisors in March of 2023. He serves as Partner and Chief Information Officer. His experience within...
Nick began working at Waverly Advisors in March 2023 as Integration Manager. His focus is on pre-close integration as he...
Kellie joined Waverly Advisors in February 2023 as a Senior Fund Accountant. Her primary responsibilities include reviewing the day-to-day accounting...
Join us as we congratulate Melanie! February, 2023 – Forbes released the results of the Top Women Wealth Advisors Best-In-State...
Waverly Advisors Rankings Disclosure Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement...
Sue joined Waverly Advisors in October of 2023, and serves as a Human Resources Coordinator. Her previous experience as a...
Ryan Ottaviano is an Associate Financial Planner at Waverly Advisors. He has been with the firm since January 2023. Classically...
“Too much of a good thing can be wonderful.” – Mae West The US economy has been surprisingly resilient...