Barbara Rose joined Waverly Advisors in March of 2025 following the acquisition of NBW Capital, LLC, in Boston, MA. As a Senior Client Service Associate at Waverly, Barbara has 20 plus years of experience in back-office operations and all aspects of client service, from onboarding new clients to assisting existing clients with any questions they may have on their accounts such as asset transfers, distributions, or account maintenance.
Prior to working in the investment field, she was an elementary school teacher and then worked several years for a construction firm specializing in building pharmaceutical plants.
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