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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Generations Financial Planning Series: Generation X – Navigating Peak Complexity
June 17, 2026
The Planning Conversation I Thought Could Wait
June 15, 2026
Waverly Secure – Critical Access
June 15, 2026
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Generations Financial Planning Series: Generation X – Navigating Peak Complexity
Written by Harrison DeShazo, CFP®, Associate Wealth Advisor and Sean Lacey, CFP®, CIMA®, CRPC™, Wealth Advisor at Waverly Advisors, LLC on June 17, 2026
The Planning Conversation I Thought Could Wait
Written by Rob Simon, MSFP, CFP®, AEP®, CAP®, Partner, Wealth Advisor – Waverly Advisors, LLC, Jacksonville, FL on June 15, 2026
Waverly Secure – Critical Access
Written on June 15, 2026
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Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
June 17, 2026
Waverly Advisors Acquires WealthPlans and Cooley & Associates
June 2, 2026
Waverly Advisors Acquires TruWealth Advisors
April 28, 2026
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Deborah Sarkey, CPA

Deborah Sarkey, CPA

Deborah Sarkey joined Waverly Advisors in October 2025 after StrategIQ Tax and Business was acquired by Waverly Advisors, LLC.

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