Grace Baker

Grace Baker joined Waverly Advisors in July of 2024 after River Capital Advisors was acquired by Waverly. In Grace’s role as the Client Service Associate, she assists all members of the team in the client onboarding process, including opening of new accounts and the transferring of assets. She is also responsible for performing account maintenance including registration changes, money movements, and operational duties. She previously worked at a large brokerage firm where she would assist clients with account maintenance, money movement, and trading needs. In her spare time, Grace enjoys playing music and going to the beach.

Education

• Bachelor of Business Management
  University of North Florida

Professional Affiliations

• Notary Public

Community Involvement

• Christ Church Presbyterian, Worship Team Member

Ask Me About

• Anything you’d like to know about your accounts!
• The importance of being financially aware
• How to make an amazing soft pretzel