Jacqueline Costner - Waverly Advisors

Senior Client Service Associate

Jacqueline Costner joined Waverly Advisors in July of 2026 following the acquisition of InVista Advisors by Waverly Advisors, LLC. Jacqueline serves as Senior Client Service Associate.

Jacqueline brings more than 40 years of experience in the financial services industry. She began her career in 1985 with Compass Investments, where she built a strong foundation in client service and operations by supporting advisors and clients in their day-to-day needs. After a successful tenure with BBVA, she joined InVista Advisors in 2020, continuing her commitment to delivering exceptional client service and operational support.

Jacqueline earned a Bachelor of Science in Business Administration from Troy University. She also holds her Series 6, Series 63, and insurance licenses, reflecting her extensive industry knowledge and dedication to serving clients.

Outside of work, Jacqueline is the proud mother of her son, Cody. She is an active member of Calvary Baptist Church and enjoys being involved in her church and local community.

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.