Kristin Emerson serves as Director of Integration at Waverly Advisors, LLC. Kristin has been with the firm since 2016. Serving first in client service and then in operations, her passions were most evident when managing a project, so her skills are a natural fit for this role. Kristin serves as the primary liaison with acquired firms, guiding them through the integration process in tandem with our Integration Managers, Data Migration Specialist, and representatives from all facets of our business. She oversees the integration process internally and externally, with the goal of providing a seamless transition for firms joining the Waverly family.
Kristin and her husband are empty nesters in the Oak Mountain community of Birmingham. They enjoy traveling and spending time with their two adult children.