Associate Financial Planner

Anna Cate Goodson

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.

Areas of Expertise

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

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 client’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. Waverly’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

Auburn University, Bachelor of Science in Economics, Minor in Finance
Auburn University, Bachelor of Arts in Chemistry

Ask Me About

My internship experience at Waverly