Preston C. Sharpe

Preston joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. He serves as a Wealth Advisor. Prior to joining the firm, Preston served his clients as a Personal Banker with Wells Fargo as well as a Brokerage Associate with Wells Fargo Advisors.

Preston brings a wealth of experience from several years as an elementary school teacher, along with two years as a corporate training director with Chick-fil-A. He brings that same commitment to education when serving his clients. Preston believes clients are best served when they fully understand the fundamental investment philosophy employed on their behalf, as well as their comprehensive financial plan.

Preston currently lives in Williamson, GA with his wife, Jessica (a Partnership Success Manager with Waverly Advisors), and their three children, Scarlet, Reagan, and Wesley.

[email protected]

470-980-0026

Peachtree City, GA

download your virtual business card

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

B.S.Ed – Georgia Southern University
Certificate in Financial Planning – University of Georgia

Community Involvement

Camelot Theatre Company, Board of Directors
Coaching youth sports
Pike County Elementary, School Council Member
Pike County Family Connection, Board Member

Ask me About

Retirement Planning
Employer Sponsored Retirement Plans
Generational Wealth Planning
How financial planning and teaching elementary school are eerily similar (hint: one uses more crayons)