Candice joined Waverly Advisors in August of 2023 as a Client Service Associate. She boasts over 15 years of experience working within the banking industry. As a Client Service Associate, Candice 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.
Candice loves spending time with her family and friends, trying new restaurants, going to parks and festivals, and of course, football!