Anneliese E. Roemer

Anneliese E. Roemer

Anneliese Roemer has been with the Firm since 2007 in the financial services field and currently serves as a Senior Client Service Associate with Waverly Advisors. Her greatest joy is interacting with clients and supporting her teammates.


  • Certificate of Completion in Design
    The Art Center, Albuquerque, NM

Community Involvement

  • Visiting widows

Ask Me About

  • Using DocuSign to streamline account and document processing
  • How to set up recurring disbursements
  • Living in Hawaii on the island of Oahu
  • My life-long interest in painting, drawing and recently quilting
  • Growing orchids