Amanda Dilworth

Amanda Dilworth

Amanda Dilworth returned to Waverly Advisors in November 2022, joining the Integration team as Data Migration Specialist. She was previously with the firm from 2010-2021, serving in Retirement Plan Administration.

As an Integration team’s Data Migration Specialist, Amanda is responsible for the architectural design, development, and data migration from acquired firms’ systems into Waverly systems. Amanda also leads projects firm-wide, addressing the various aspects of migrating data from legacy custodians, portfolio accounting, and CRM systems to current systems. She is also our firm’s subject matter expert in DocuSign.

Amanda and her husband reside in Richardson, Texas with their two dogs Nibbler and Elle Wood.  In their free time they enjoy local breweries and league bowling.


  • Bachelor of Science in Business Administration- University of Texas, Dallas, TX

Ask Me About

  • The importance of data in our Industry
  • What am I currently crafting
  • What do you do when your puppy eats your passport the day before international travel
  • Where am I traveling next