Mary Kathryn Smith joined Waverly Advisors in July of 2026 following the acquisition of InVista Advisors by Waverly Advisors, LLC.
As a Wealth Manager at Waverly, Mary Kathryn brings more than two decades of wealth management experience. She works closely with clients on a wide range of financial planning needs, including investment management, retirement planning, and wealth transfer strategies. She also specializes in developing tax-efficient strategies designed to help reduce clients’ lifetime tax liability.
After the loss of her spouse, Mary Kathryn experienced firsthand how deeply intertwined our financial and emotional lives can be and the importance of planning for the unexpected. That experience strengthened her commitment to helping women build wealth and confidently navigate every stage of their financial lives. The long-term relationships she has built with women across multiple generations have been among the most rewarding aspects of her career.
Outside of work, Mary Kathryn enjoys spending time with family and friends, meeting new people, and taking long walks outdoors.