Client Service Associate

Kyrsten Carlson

Kyrsten Carlson joins Waverly Advisors, LLC as a Client Service Associate in our Pensacola, FL office.

Kyrsten earned both her bachelor’s and master’s degrees in business administration from the University of West Florida.

She brings experience in administrative operations and medical billing, most recently serving in a data-focused role where she ensured accuracy and compliance. She also spent several years supporting the military community through the University of West Florida’s Military and Veterans Resource Center (MVRC), participating in Veterans Day and Memorial Day events and representing the MVRC as a drummer in Pensacola’s annual Dragon Boat Race.

Outside of work, she enjoys outdoor adventures with her dog, Bourbon, playing guitar, attending concerts, reading, and spending time with friends. She’s also a fan of the Green Bay Packers and Denver Broncos.

[email protected]

850-662-7997

Pensacola, FL

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Areas of Expertise

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

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 client’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. Waverly’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.