Jessica Sharpe joined Waverly Advisors in May of 2024. She serves as an Integration Specialist. Jessica’s journey in finance began at a credit union call center. Specializing in retirement and investment services, particularly focusing on IRAs, she honed her skills through roles such as auditor, team leader, and business analyst, fostering a deep understanding of financial services and customer relations.
Expanding her horizons, Jessica assumed leadership in managing crucial client relationships within the supply chain and logistics sector. Overseeing global end-to-end client program operations, she adeptly navigated complex logistical challenges. Additionally, Jessica’s versatile background includes experience in administration, human resources, and marketing, highlighting her adaptability across various domains.
In her role as Integration Specialist, Jessica assists new team members in the complicated transition to Waverly systems and processes. Her ability to effectively communicate with clients and team members combined with her energetic and positive attitude, allows her to walk alongside her new team members as she helps them navigate change, while becoming part of the Waverly family.
During her leisure time, Jessica enjoys spending time with her loved ones, especially her husband Preston and their three children: Scarlet, Reagan, and Wesley. She finds joy in volunteering, reading, experimenting with new recipes in the kitchen, and planning her next exciting adventure.