Emily Bennett joined Waverly Advisors in 2022 and serves as a Senior Client Service Associate. Emily was born and raised in Georgia and moved to Birmingham, AL shortly after college.
As a Client Service Associate, Emily provides client support including account applications, custodial paperwork, and money movements. She works directly with a variety of custodians where she establishes, maintains, and updates all new and existing client accounts.
Emily currently resides in Birmingham with her husband.