Kaleigh Shipman serves as an Integration Manager at Waverly, where she plays a pivotal role in helping firms navigate the complex post-close process. With a sharp eye for detail and a knack for problem-solving, Kaleigh oversees every aspect of data migration, system integration, and ensures firms transition smoothly into The Waverly Way.
Kaleigh joined Waverly in November 2024, bringing with her a wealth of experience from 12 years at Raymond James Financial Services. There, she worked her way up from receptionist to Director of Operations in the independent channel, learning the ins and outs of the industry and developing a deep understanding of how to manage change and guide teams through complex transitions. Her background in business administration, combined with her FINRA Series 7 & 66 licenses, gives her the expertise needed to effectively manage the integration of firms and ensure long-term success.
Outside of work, Kaleigh is an explorer at heart. She loves discovering new cities, getting lost in thrift stores, and seeking out unique finds along the way. When she’s not traveling or treasure hunting, you can usually find her recording music with her husband, where she gets to showcase her hidden talent as a vocalist. (Fun fact: Kaleigh won a national singing competition back in 2005!)