Alyssa joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Senior Operations Manager at Waverly.
Her role requires an holistic understanding of all departments that merge on a day-to-day basis to support her team to achieve the best result in client centric service. Alyssa coordinates multiple client focused platforms that allow for effective and efficient knowledge transfer and information flow within the organization.