Paula Grossi

Paula Grossi

Paula Grossi joined Waverly Advisors in March 2025 following the acquisition of NBW Capital LLC by Waverly Advisors, LLC. As a senior client service representative at Waverly, Paula has several years of experience in client service, operations and back-office support. Prior to working for NBW, Paula spent 26 years at State Street in various operations, trade support and client service roles.

Paula enjoys all things beach related, live music, spending time with family and her cat Noah.

Ask Me About:

  • Schwab Pledged Asset Lines
  • K1 tax package support
  • The Elovaters
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