Jennifer Groulx serves as Client Service Manager at Waverly Advisors and provides comprehensive client support and operational services to a team of Client Service Associates.
Her in-depth knowledge of the financial industry, gives her the ability to manage and guide Waverly CSAs to resolve multi-faceted operational issues. Jennifer also assists with the implementation of various planning and investment strategies for clients. Prior to joining the Firm, she worked with Charles Schwab & Co., Inc. as an Investment Specialist. Jennifer lives in Pensacola with her husband and twin children.