Marley Freeman has been with Waverly Advisors since December 2022, when Wall Advisors, LLC merged with Waverly. Marley was born and raised in Lakeland. She is a graduate of Lakeland High School and earned a bachelor’s degree from Florida State University.
As a Client Service Associate, Marley provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements. She works directly with a variety of custodians where she establishes, maintains and updates all new and existing client accounts. Marley is also responsible for the office procedures in our Lakeland location. Prior to being with Wall Advisors, Marley has worked in human resources, office management, and operations analysis in the mortgage, construction, and staffing industries.
Outside of the office, she enjoys cooking, being outdoors, and spending time with her husband, her friends, her family and George (her miniature dachshund).