Becky Hoover, CFP®, CPA, CDFA®

Becky Hoover, CFP®, CPA, CDFA®

Becky joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. She serves as Partner and Wealth Advisor. Becky was a “big four” tax consultant for over 25 years before transitioning to wealth management in 2019. She has advised individuals and businesses on complex tax and financial transactions domestically and internationally. As a wealth advisor she assists clients with financial planning, tax planning, executive compensation, and estate planning. She also advises clients on the financial impact of divorce including property settlements and spousal support.

Becky enjoys working with clients to help them feel confident about their finances and help them make decisions to achieve their goals. For her it is extremely gratifying to become a trusted advisor that her clients rely on for such an important aspect of their life.

In her spare time, Becky enjoys yoga, playing golf and her bass guitar, listening to live music, reading, learning, and spending time with family and friends.



  • Bachelor of Science in Accounting
    University of Florida
  • Master in Accounting
    University of Florida

Professional Affiliations

  • American Institute of Certified Public Accountants

Community Involvement

  • Board Member of The Plus Collective
  • Letts Consult Executive Council

Ask Me About

  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Divorce Consulting
  • Generational Wealth Planning