Associate Investment Analyst

Patrick Pitts

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.

[email protected]

770-790-3716

Atlanta, GA

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

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