Kaleigh Shipman joined Waverly Advisors, LLC in January of 2025, where she serves as an Integration Manager. She holds a bachelor’s degree in business administration and has earned Series 7 & 66 certifications. Kaleigh spent 12 years in the independent channel of Raymond James, progressing from a receptionist to Director of Operations before joining the RIA world in 2023. She enjoys creating deep, lasting relationships with her cohorts and clients.
In her free time, Kaleigh loves traveling, thrift shopping, and recording music with her husband.
Education