Client Service Associate

Katie Bunker

Katie Bunker joined Waverly Advisors in September 2025 and serves as a Client Service Associate, where she assists advisors and clients with scheduling appointments, opening new accounts, and facilitating money movement. With one year of experience in the financial services industry, Katie brings a thoughtful, organized approach to helping clients feel supported and informed.

Originally from Ohio, Katie graduated from Miami University in Oxford with a degree in Middle Childhood Education. She now lives in Cincinnati with her husband and their three energetic boys. Outside of work, she’s an active volunteer at her sons’ school and loves diving into a good book whenever she gets the chance.

Ask her about what she’s reading, or anything about her kids, and you’ll see her light up.

[email protected]

513-605-3387

Cincinnati, OH (Cornell Rd)

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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.

Education

BA in Middle Childhood Education

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What I’m currently reading