McKara Calhoon - Waverly Advisors

Client Service Associate

McKara joined Waverly Advisors in August of 2024. She brings over 15 years of experience in optimizing operational efficiency across diverse industries, specializing in aligning company vision and culture with solutions that foster sustainable growth. McKara is highly organized and proficient in anticipating needs, prioritizing tasks, and devising strategic solutions. Prior to joining Waverly, McKara specialized in operational leadership for a retail company, managing functions such as licensing compliance, production logistics, and strategic planning. She also held consulting and executive support roles within the AEC industry, with a focus on aligning operations with company culture, driving strategic initiatives, and improving operational efficiencies. Her background encompasses extensive experience in board governance within the education, philanthropic, and non-profit sectors.

McKara enjoys supporting others by anticipating their needs in ways that honor their time and enable them to reach their goals. In life, McKara loves raising her two sons, Rex & Rory. She enjoys live music, beach trips, reading, and searching for the perfect Caesar salad.

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.

Education

Bachelor of Science
University of South Florida

Professional Affiliations

Notary Public

Community Involvement

Magnolia Montessori Academy – Board of Directors
Lakeland 100 – Local Charity