Jackie Tate joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As Controller for Waverly Business Services, Jackie is a Certified Public Accountant and brings over 20 years of experience working in the financial services industry. She oversees the financial and accounting operations for the tax preparation division and works closely with the tax preparation team and leadership in her role.
Jackie and her husband are empty nesters who enjoy spending time with family, camping, kayaking, and traveling across the country to visit their grandson. She is always looking for something new to learn or coming up with plans for the next home improvement project.
Education