Kelly Roy serves as Director of Operations at Waverly Advisors, where she has built her career since 2015. Her diverse experience spans Retirement Plan Administration, Technology Services, and Integration of acquired firms, providing comprehensive insight into all aspects of the business. As Director of Operations, Kelly ensures seamless day-to-day operations across departments, serving as the vital link between teams to maintain high service standards. Her collaborative approach and strong relationship-building skills help align diverse teams around shared objectives. Kelly’s behind-the-scenes leadership ensures that Waverly Advisors operates with the efficiency and reliability our clients deserve.
Kelly and her husband reside in Tuscaloosa, Alabama with their two boys.