Nicholas Sturgis, CFA

Nicholas Sturgis, CFA

Nicholas Sturgis joined Waverly Advisors in September of 2023. He serves as an Associate Wealth Advisor at Waverly. Nicholas is responsible for supporting wealth advisors and clients in the development and delivery of comprehensive financial planning services.  He enjoys educating clients on their portfolios and creating tailored financial plans to help them achieve their retirement goals.

Nicholas enjoys cheering on the Braves or watching college football.  He and his wife love spending time with their 1 year old daughter Lucille, supporting local breweries and taking their dog along to socialize.


  • Bachelor of Arts in Finance
    University of Rhode Island, Kingston, RI

Professional Affiliation

  • Member of the CFA Society of Atlanta

Ask Me About

  • Retirement Planning
  • Investment Management
  • Estate Review
  • Charitable & Family Gifting