Kelly Roy serves as an Integration Manager at Waverly Advisors. Kelly has been with the firm since 2015, serving in Retirement Plan Administration and Technology Services, giving her a unique perspective in this role. As Integration Manager, Kelly works directly with acquired firms. She works closely with team members in all areas of the firm to ensure a smooth integration. Kelly provides support to the Director of Integration, using her strong relational skills to align diverse teams toward a common goal.
Kelly and her husband reside in Dothan, Alabama with their two boys.