Waverly Advisors
Senior M&A Data Integration Analyst

Amanda Dilworth

Amanda Dilworth is a Senior M&A Data Integration Analyst at Waverly, where she brings a wealth of experience in the financial services industry to every project she touches. Since joining the team in 2022, sheโ€™s become a key player in managing data and system migrations, ensuring that transitions are thoughtfully executed. With over 20 years of industry experience, Amanda brings deep knowledge, strategic thinking, and a knack for turning complex challenges into smooth solutions.

Her professional journey began in 2001 at a broker/dealer focused on non-profit retirement plans, followed by a 12-year stretch at Warren Averett Asset Management, where she specialized in retirement plan administration and operational systems. Today, she applies that rich background to help Waverly grow through acquisitions, data migration, and integration initiatives, all while maintaining an exceptional client experience.

But Amandaโ€™s talents donโ€™t stop at spreadsheets and systems. Sheโ€™s a creative thinker with a curious mind, and it shows both in and out of the office. Whether sheโ€™s navigating a tricky data map or planning a weekend adventure, Amanda approaches everything with the same mix of resourcefulness and imagination. That creativity gives her a unique edge, allowing her to see patterns, solve problems, and stay nimble in high-pressure projects.

Outside of work, Amanda lives in Texas with her husband Brian and their dog, Nibbler. When sheโ€™s not knocking down pins in her local bowling league, she enjoys checking out new baseball stadiums, local breweries, and quirky roadside stops. From complex datasets to offbeat destinations, Amanda has a knack for uncovering hidden gems.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • 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