Marty Gates

Marty Gates

Marty Gates joined Waverly Advisors in August of 2023. She serves as a Senior Client Service Associate and an essential part of the Waverly team.  As a trusted liaison between clients, their advisors and financial planners, her role will impact the overall client-focused service experience Waverly is so well known for.

Marty considers her education and career to be one of her greatest accomplishments, as she completed her Bachelors and Masters degrees after raising four fantastic children.  She enjoys hiking the Georgia State Parks, reading and watching kid’s soccer games!



  • Masters in Strategic Finance
    Bellevue University, Nebraska
  • Bachelors in Business Administration focus in Accounting
    Georgia Southwestern State University, Georgia

Community Involvement

  • Preschool Sunday School Teacher at her local Church

Ask Me About

  • Retirement Planning