Peggy Kollstedt joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. Peggy serves as a Client Service Associate at Waverly.
Peggy attended Miami University, National Trust School, and National Graduate Trust School. With forty years of experience in Trust and Estate Administration, she primarily focuses on client relationships, retaining, and developing new business. Peggy finds her job very rewarding as it allows her to assist the staff in serving their clients.
In addition to her professional work, Peggy is actively involved in various community services. She volunteers for the Church Bereavement Committee and Hospice of Hamilton, serves as a Board Member for the Notre Dame Alumnae Association, participates in Art in the Park, and is a member of the Neighborhood Protocol Committee.
Outside of work, Peggy enjoys attending her grandchildren’s sporting events, spending time with family and friends, playing cards, traveling to the beach, and attending summer concerts.