Novlett Perez

Novlett Perez

Novlett joined Waverly Advisors in February of 2024 and serves as a Client Service Associate. She started her career in finance with HSBC in 1997 and later joined Morgan Stanley in 2017. She has extensive experience in client service management, financial analysis preparation, and business development.

As a Client Service Associate, Novlett provides client support including account applications, custodial preparation, and money movements. She works directly with a variety of custodians where she establishes, maintains, and updates all new and existing client accounts. Novlett enjoys building a strong relationship with her clients by providing excellent support for their financial needs.

Novlett loves spending time with her family and particularly her twin granddaughters, who are growing up just too fast!

Ask Me About

  • Insurance Analysis
  • Investment Management
  • Client & Account Services
  • Education Planning