Heidi Williamson - Waverly Advisors

Client Service Associate

Heidi Williamson joined Waverly Advisors in July 2026 and serves as a Client Services Associate. After more than two decades as an award-winning educator, instructional leader, and professional development facilitator, Heidi transitioned into wealth management to continue doing what she loves most—helping people grow and succeed. As a National Board Certified Teacher and state Teacher of the Year finalist, she built a reputation for making complex ideas easy to understand, creating engaging learning experiences, and empowering others with confidence and clarity.

In her role at Waverly, Heidi is committed to delivering an exceptional client experience rooted in trust, communication, and meaningful relationships.

When she’s not working, Heidi enjoys walking her dogs, staying active, and spending time with her family. Whenever time and budget allow, she loves exploring the world—visiting historic sites, experiencing local cultures, and connecting with people from different walks of life.

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.