Jessica Newton joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. She serves as Senior Client Service Associate.
With over 40 years in the retail banking and financial industry, Jessica’s experience has allowed her to see it all. Our client service financial guru and mother hen of the bunch can be found serving in our Mandeville Office of Waverly Advisors. She is passionate about serving our clients through each stage of their life: whether it is just getting started, retirement or legacy planning, she is there for them and strives to make each interaction the best for the client.
Jessica and her husband Jack have a daughter Caitlin, who is also a member of the Waverly team, and son-in-law Brandon. Once the grandkids came along, Jessica and Jack decided to move back home from their stent in Colorado. When Jessica is not serving our clients, she and Jack are likely spending their time with their two grandchildren, Chloe and Brady.