Natalie Trainor joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As Senior Client Service Associate, with more than 20 years of experience in banking and investments, she brings a strong foundation in wealth management and a genuine dedication to building meaningful client relationships.
She began her career in financial services at a large local bank, starting in the loan department before transitioning to the investments team, where she became a registered investment advisor. After a brief career change that led her to become a Registered Nurse, Natalie ultimately returned to the financial industry, where she refocused her efforts on client service and custodian relationship management.
Natalie is known for her attention to detail as well as the ability to see the broader financial picture. She is dedicated to delivering exceptional service and maintaining a high level of client satisfaction. At Waverly, she serves as a primary point of contact for clients, managing all aspects of service, including onboarding, asset transfers, data management, and account maintenance, while helping to cultivate strong, trusted relationships.
Outside of work, Natalie enjoys spending time with her friends and family and looks forward to her annual beach trips with her siblings and their families. Beyond time with her husband and two children, she finds joy in watching the NCIS and FBI series with her daughter, exploring new restaurants and attending her nephew’s sporting events.