Claire Warner joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. Claire is a seasoned professional with 25 years of experience in the field of accounting and financial planning. She holds certifications as a CPA and CFP® and earned her Bachelor of Science in Accounting from Northern Kentucky University.
Throughout her career, Claire has developed extensive expertise in individual and fiduciary income tax preparation and planning. She has served high-net-worth clients with account administration, tax planning, and tax preparation, and has reviewed trust agreements in relation to administration and tax preparation. Claire is dedicated to building strong relationships with her clients and assisting them with both short and long-term tax planning.
Claire is an active member of the Ohio Society of CPAs and is involved in her community as a board member of the Greenwood Cemetery Association and the Community First Solutions Mission Link Board.
In her personal time, she enjoys lake life, including boating, sunning, and spending time with her family. She prioritizes exercise and is a Jazzercise instructor. Claire also loves to travel and cherishes time with her husband and three grandchildren.