Waverly Advisors
Salesforce Developer
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Boyd Guy

Boyd Guy joined Waverly Advisors in March 2026 and serves as the firmโ€™s Salesforce Developer. He advances Waverlyโ€™s Salesforce architecture by designing automation frameworks and scalable workflows that enhance operational efficiency. His work bridges technology and people, helping systems support advisors and clients with clarity, compliance, and consistency across the organization.

Before joining Waverly, Boyd served at TruWealth Advisors from 2020 to 2026, where he led communication strategy and brand development during a period of significant growth while also serving as Salesforce Administrator. His background in design and messaging shaped both the firmโ€™s public presence and the development of internal systems that supported long-term operational clarity.

Boyd holds a Bachelor of Arts in Graphic Design from Louisiana Tech University, along with a Master of Divinity and Doctor of Ministry from New Orleans Baptist Theological Seminary. His doctoral research in cross-cultural communication theory continues to inform his leadership approach, particularly in aligning diverse teams and translating complex ideas into practical frameworks.

Beyond his professional work, Boyd leads short-term international service teams and pastoral training initiatives. He has a deep appreciation for global cultures, international service, orphan care, and travel that favors back roads and less-traveled paths over predictable itineraries. He believes many of lifeโ€™s most meaningful lessons are learned outside the boardroomโ€”often across a shared meal in unfamiliar places. At home, Boyd enjoys life with his wife, Tara, and their two daughters.

If youโ€™d like to talk about Salesforce strategy, culture, philosophy, theology, global service, or the beauty of roads less traveled, Boyd is always glad to share a cup of coffee and an authentic conversation.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Bachelor of Arts in Graphic Design โ€” Louisiana Tech University, Ruston, LA
  • Master of Divinity (Christian Apologetics) โ€” New Orleans Baptist Theological Seminary, New Orleans, LA
  • Doctor of Ministry โ€” New Orleans Baptist Theological Seminary, New Orleans, LA

Ask Me About

  • The power of story in shaping individuals and organizations
  • How culture influences our understanding of truth and meaning
  • Favorite experiences from leading international service teams