Emily Reese joined Waverly Advisors in September 2025 as a Reporting Specialist, where she plays a key role in maintaining both internal and client-facing reports and managing data queries within the firm’s portfolio management system. With a strong background in building, designing, and refining custom reports, Emily ensures that Waverly’s advisors receive accurate, visually compelling deliverables that reflect the firm’s commitment to professionalism and fiduciary excellence.
Bringing six years of experience in reporting and portfolio management systems, Emily is recognized for her meticulous attention to detail, strategic mindset, and problem-solving abilities. Her dedication to delivering exceptional service makes her a trusted resource across the organization.
Outside of work, Emily enjoys expressing her creativity through knitting and crochet—always with a project in progress.
Education
Ask Me About