Jonie L. Hinton - Waverly Advisors

Senior Client Service Associate

Jonie L. Hinton joined Waverly Advisors as Senior Client Service Associate in September of 2025. Jonie brings nine years of experience to her role at Waverly Advisors, where she supports both advisors and clients by coordinating appointments, opening new accounts, and facilitating money movement with care and precision. Known for her reliability and upbeat spirit, Jonie plays a key role in keeping operations running smoothly and relationships thriving.

A proud attendee of both Miami University and the University of Cincinnati, Jonie is a true Cincinnati enthusiast—especially when it comes to her hometown teams. She’s a passionate fan of the UC Bearcats, Cincinnati Reds, FC Cincinnati, and her beloved Cincinnati Bengals (Who Dey!).

This September marks 25 years of marriage to her husband Steve, and together they’ve raised two amazing kids: Madeline (24) and Casey (22). Their home is full of love—and fur—thanks to their “Pet Posse” of two dogs and three cats. Whether she’s organizing the family schedule or cheering from the stands, Jonie brings energy and heart to everything she does.

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.

Ask Me About

My kids and their latest adventures
My Bengals fandom (brace yourself for enthusiasm!)