Anneliese E. Roemer

Anneliese E. Roemer

Anneliese Roemer serves as a Senior Client Service Associate with Waverly Advisors.

Anneliese enjoys working in a team environment and found her calling in the financial services field after moving from Hawaii. Her responsibilities have made use of her education in accounting and computers. She currently resides in the Montgomery area.


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

Community Involvement

  • Piecemakers Quilt Guild, Secretary

Ask Me About

  • Setting up eDelivery of account documents such as monthly statements
  • How to set up recurring disbursements
  • Living in Hawaii on the island of Oahu
  • My life-long interest in painting, drawing and recently quilting
  • Flower gardening