Nevan Patel joined Waverly in July 2024 and serves as an Associate Financial Planner. He works alongside advisors to assist with portfolio construction, ongoing portfolio monitoring, and financial planning for individuals and families, with a strong interest in goal-based planning and personalized investment strategies. Nevan enjoys building and maintaining investment portfolios, aligning financial strategies with client objectives, and helping families work toward long-term financial and retirement goals. He values contributing thoughtful planning and investment support that helps clients move forward with clarity and a deeper understanding of how their financial plan and investments work together.
Outside of work, Nevan is an avid golfer who enjoys watching and discussing all sports. He also loves to travel and experiment with new dishes inspired by his experiences. Spending time with family and friends is an important part of his life.