Daniele Donahoe
Daniele joined Waverly Advisors in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. Daniele serves as...
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Daniele joined Waverly Advisors in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. Daniele serves as...
EFP Advisors joins Waverly’s growing team in Mississippi BIRMINGHAM, Ala. — March 5, 2024 — Waverly Advisors, LLC (“Waverly”),...
Janelle Woods joined Waverly Advisors in March of 2024. She serves as a Financial Accountant for the firm in Atlanta...
Cynthia Leonard joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. She serves as an Executive...
Ashley Snyder joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. She serves as a Senior...
Sarah Edwards joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. She started her career in...
Dianne Flowers joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. She serves as a Senior...
Bill Stone joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. He serves as a Partner...
Chris Register joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. He serves as a Partner...
Doug McDaniel joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. He serves as a Partner...
Novlett joined Waverly Advisors in February of 2024 and serves as a Client Service Associate. She started her career in...
Every year it seems that the headlines are covered with the sentiment of, “New Year, New You!” We are told...
With a new year often comes change. This statement holds true as we look at some key changes to Social...