Beth Braswell joined Waverly Advisors in September of 2023 after SoundPath Investment Advisors was acquired by Waverly. She serves as a Senior Client Service Associate providing client support for account applications, custodial paperwork, and money movements. Beth’s in-depth experience in the financial industry allows her to work closely with clients, wealth advisors and custodians to establish and maintain all new and existing client accounts.
She and her husband Robbie are busy parents to identical triplet daughters, so not surprisingly, some of Beth’s favorite things to do are napping and relaxing on the beach when she actually finds the time. Beth also enjoys taking short walks to the pool, attending concerts, and going out of town for long weekends. Beth loves her Mississippi State bulldogs and currently has four dogs, three cats, and three grand-cats because having three children simply isn’t enough. No wonder her operational skills are so exceptional.
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