Waverly Advisors
Data Migration Specialist

Kayla Cellitti

Kayla Cellitti serves as a Data Migration Specialist at Waverly Advisors, where she plays an essential role in integrating client and advisor data into Waverlyโ€™s Portfolio Management System during firm transitions. Her work ensures that critical information is accurately and efficiently migrated, providing a seamless experience for incoming partners and their clients.

With a strong foundation in management and a passion for data, Kayla made the intentional shift into the world of financial technology after discovering her love for data analytics. What began as a personal interest quickly grew into a professional calling, leading her to pursue new skills and ultimately join Waverlyโ€™s dynamic team.

Kayla is known for her clear communication, attention to detail, and fresh perspective. She thrives in collaborative environments and is committed to creating smooth, thoughtful experiences for every firm she supports.

Outside of work, Kayla brings creativity and discipline into her life through her pursuit of music and ballet. She also enjoys curling up with a good book and spending quality time with her fiancรฉ, Moises, as they plan their future together.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

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 clientโ€™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. Waverlyโ€™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

  • Bachelorโ€™s Degree from Samford University
  • SQL for Data Science
  • Communicating Data Insights with Tableau

Ask Me About

  • Data Manipulation and Analysis