Senior Client Service Associate

Brooke Snyder

Brooke Snyder joined Waverly Advisors in March of 2025 following the acquisition of GGM Wealth Advisors by Waverly Advisors, LLC. As a Senior Client Services Associate at Waverly, Brooke has over 10 years of client service experience and strives to bring new ideas, enhance communications, and drive transparency for clients. She loves being part of a team that is dedicated to being client-focused and passionate about building and supporting meaningful relationships with clients and co-workers alike.

Brooke spends her free time with her husband and young daughter. Life with a little one keeps her very busy, but she wouldn’t have it any other way. She even enjoys packing up the family multiple times a year to head on their next trip.

[email protected]

410-900-1374

Baltimore, MD

download your virtual business card

Areas of Expertise

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

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 client’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. Waverly’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 Liberal Arts in Political Science – Salisbury University Salisbury, MD

Professional Affiliations

Les Mills Sprint Instructor, Merritt Clubs

Ask Me About

Anything related to your account – I am here to help you!
The next spin class I am teaching, fitness class I am attending, or race I am running
Where I am traveling next (answer, usually Florida)