Client Service Associate

Mindy McCollister

Mindy McCollister joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC.

With previous experience in the wealth management industry and a background in nonprofit development and fundraising, Mindy enjoys her role at Waverly as a Client Service Associate, engaging with clients and co-workers to deliver exceptional service and assistance through the onboarding process, transfer of assets, money movements, and account maintenance for new and existing clients.

Originally from Baton Rouge, Mindy cherishes being back home in South Louisiana with her husband and their three boys after previously residing in Denver and Nashville. She also loves reading, traveling, hunter/jumper equitation, enjoying New Orleans cuisine with her husband, LSU football (Geaux Tigers!) and keeping up with her boys’ numerous activities.

[email protected]

504-356-9321

New Orleans, LA (Mandeville)

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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 Arts in Mass Communications, Public Relations at Louisiana State University