Jennifer B. Groulx

Jennifer B. Groulx

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.


  • Bachelor of Science in Finance/Financial Services
    University of West Florida, Pensacola, FL

Ask Me About

  • The importance of designating and maintaining beneficiaries
  • Flexibility and different account features that are offered through our custodians
  • My last family vacation
  • What I’m most grateful for
  • Activities that make me lose track of time