Patrick Pitts joined Waverly Advisors in June 2025 as an Associate Investment Analyst. In this role, he enjoys supporting the analysis of strategies and securities within high-net-worth client portfolios. He finds purpose in closely monitoring market trends, interpreting economic indicators, and understanding the dynamics of various industries. For Patrick, helping construct tailored, risk-adjusted portfolios that align with clients’ long-term goals is especially fulfilling.
A former Division-I cross country runner; Patrick thrives on competition and brings that same energy to his personal interests. He’s an avid sports fan—especially when it comes to baseball—and cheers passionately for both the Atlanta Braves and his alma mater’s team, the Stetson Hatters. In his free time, you’ll likely find him golfing, running, or spending quality time with friends and family.
Education
Stetson University, B.B.A. in Finance & Accounting, CFP® Concentration
Community Involvement
Fellowship of Christian Athletes
United Way Volunteer Income Tax Assistance (VITA) Program
Ask Me About
Investment Management · Market Analysis