Kellie Aiello joined Waverly Advisors in March of 2025 following the acquisition of NBW Capital, LLC by Waverly Advisors, LLC. As an Associate Financial Planner, Kellie brings 15 years of experience to Waverly, having exposure to many areas of a financial services firm. Her financial expertise was gained by serving as NBW’s Chief Compliance Officer, Financial Planning associate and Director of Administration. Prior to NBW, Kellie worked in the legal industry serving mid-size private law firms. During her 18 years in the legal industry, her roles encompassed client service, contract management, insurance and administration. Kellie also served as a Massachusetts Real Estate Salesperson for a short period of time. Throughout her professional career, whether in finance, legal or real estate, Kelle has most enjoyed her interaction with her employees and developing client trust and fostering those relationships.
While away from the office, Kellie enjoys spending time making memories with her husband, two daughters and their “twin” Golden Retrievers. Kellie is passionate about her international travel journeys and loves documenting it all through her camera lens.
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