Cheryl B. Bott, CFP®

Cheryl B. Bott, CFP®

Cheryl Bott joined Waverly Advisors in November of 2023 after Prosper Financial Advisers was acquired by Waverly. She serves as a Partner and Wealth Advisor at Waverly in St. Petersburg, FL. With more than 35 years of financial planning experience, Cheryl has guided her clients through several bull and bear market cycles while providing advice on a broad range of services to include wealth management, education planning, retirement planning, Social Security planning, spend-down strategies, tax efficiency, long term care, and estate planning. She loves engaging with her clients, helping them set financial goals, assist them with problem solving, and being available for whatever life throws at them.

In life, Cheryl and her husband enjoy their mini-farm animals, boating, and spending time with their adult children and teen grandson. Cheryl is an avid book lover, enjoys birding while developing her nature photography skills, and always on the hunt for flea market furniture finds to repurpose.


Community Involvement

  • Local foodbank volunteer
  • Volunteer as companion to the elderly that do not have family in close proximity

Ask Me About

  • Retirement Planning
  • Investment Management
  • Estate Review
  • Medicare & Social Security