Pete Lauter joined Waverly Advisors, LLC in October 2024 as a Wealth Advisor. With 17 years of experience in the financial industry, Pete has held various roles that have shaped his expertise. He specializes in serving high-net-worth individuals and families, focusing on charitable and family gifting, generational wealth planning, and retirement planning.
Pete is passionate about coaching individuals and families on their financial journeys, helping them navigate the complexities of wealth management while realizing their visions for the future. He finds great fulfillment in guiding clients to build a solid financial foundation, allowing them to focus on what truly matters—whether that’s pursuing passions, supporting charitable causes, or enjoying life’s experiences.
In his free time, Pete cherishes moments with his wife, Jane, their chocolate lab, Luke, and their two children, Jack and Sabel. The family enjoys traveling, especially to Athens for UGA football games, as well as bird hunting and offshore fishing. Although he doesn’t play golf as often as he would like, it remains a cherished passion. Pete also finds satisfaction in giving back to the community through volunteering and supporting local initiatives.