Megan joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. She serves as a Senior Client Service Associate at the firm.
Megan studied at Georgia State University, earning her BA in journalism and public relations as well as double minors in theatre and hospitality administration/event planning. Her focus, organizational abilities, and welcoming presence drive her success. Megan enjoys the opportunity to build positive client relationships, help them thrive, and reach their goals.
In her role, Megan provides client support including account applications, custodial paperwork, and money movements. She works directly with a variety of custodians where she establishes, maintains, and updates all new and existing client accounts.
Born and raised in Newnan, GA, Megan was happy to return to the area after 7 years of moving with her husband’s naval service. She enjoys time with her husband and two children, Amelia and Jameson, and singing in her church choir. She loves an experience, like travel or performing arts events.