Elizabeth serves as a Client Consultant for Waverly Advisors.
She enjoys working with clients holistically in all seasons of their lives, to help them work toward financial success for today, the future and even beyond the client’s lifetime. Her responsibilities include working with individuals and families to implement financial planning, estate planning and investment planning. Elizabeth is also the Practice Leader of Women’s Wealth Connection of Waverly Advisors, a team of advisors who provide comprehensive financial planning and investment management services for women.
Prior to joining Waverly Advisors, Elizabeth served in a Trustee role and practiced law. Her legal career included a focus in the areas of trust and estate litigation, labor and employment, healthcare compliance, real estate, contracts and various other negotiations. Elizabeth grew up in Charlotte, North Carolina and now lives in Birmingham, Alabama with her husband and two children.