Anna Cate joined Waverly Advisors in June 2026 as an Associate Financial Planner. She graduated from Auburn University with a Bachelor of Science in Economics with a minor in Finance, as well as a Bachelor of Arts in Chemistry.
Before joining Waverly full‑time, Anna Cate completed a summer internship with the firm, gaining hands‑on experience in financial planning, investment research, and client service. She also interned with the Human Resources team, further strengthening her professional skill set and understanding of organizational operations.
Anna Cate is passionate about helping clients pursue their financial goals and values building meaningful, long‑term relationships through trusted guidance.
Outside the office, she enjoys spending time with friends and family, traveling, baking, and staying active. She appreciates opportunities to explore new places, try new experiences, and maintain a healthy, balanced lifestyle.
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