Katie Scott joined Waverly Advisors in November of 2025 as Associate Wealth Advisor following the acquisition of select Promus business lines by Waverly Advisors, LLC. Katie supports both clients and advisors through meticulous execution of tailored financial plans and collaborative strategic thinking. She ensures timely and insightful advice is consistently delivered to address a diverse range of financial needs. She is deeply committed to helping clients intentionally steward their capital, guiding them to pursue lasting impact, and achieve a holistic definition of true wealth across all life areas.
Katie loves spending time with her family, any opportunity to travel, photography, and getting lost in a good book.
With the addition of our Promus team, Waverly Advisors gains expanded expertise in Family Office services across traditional and alternative asset classes to the firm. This collaboration strengthens Waverly’s platform for ultra-high-net-worth families while maintaining Promus’ core values of stewardship, integrity, and long-term relationship focus.
In connection with the sale of certain assets of Promus Capital, LLC (“Promus”) to Waverly Advisors, LLC (https://waverly-advisors.com/), until certain regulatory and operational formalities have been completed, Promus serves as a sub-adviser of Waverly Advisors, LLC and all of above individual’s investment advisory services are provided solely as an investment adviser representative of Promus.