Nick Favela joined Waverly Advisors in June 2025 as a Client Service Associate. He brings a wealth of experience in delivering comprehensive client service support, including account applications, investment advisory agreements, and money movements. Nick is committed to providing timely responses to both internal and external client requests, while efficiently managing essential documentation—such as processing annual Required Minimum Distributions.
Nick finds deep fulfillment in helping clients develop and pursue their financial and estate planning goals. He values the opportunity to build lasting relationships and support clients in achieving their long-term objectives.
Outside of work, Nick enjoys spending quality time with his girlfriend and their Great Pyrenees, Dino. Lifelong residents of Austin, they love hiking around the city’s scenic trails. Nick is also an avid sports fan, gamer, and enjoys relaxing with friends and family.
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