Reporting Specialist

Emily Reese

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.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Fine Arts in Art History, Minor in English University of Nebraska Omaha

Ask Me About

My current work in progress!