Waverly Advisors

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Director of Marketing

Robyn Schubart

Robyn joined Waverly Advisors in October of 2022 and serves as Director of Marketing. She is responsible for the generation, coordination and implementation of all marketing related duties.  Her goal is two-fold; 1. To enhance the brand of Waverly and the firm in general as a market leader, and 2. To delight Waverly clients, while supporting advisor specific needs.

Originally from South Africa, Robyn’s career in marketing started in the winelands of the Western Cape and lead her to start her own companies within the industry.  In 2019 she and her husband moved to the United States, where Robyn was able to transfer and apply her skills in marketing in diverse industries of biotech, transportation and now asset management.

Robyn is a foodie, a wino and loves socializing with family and friends.  Her husband is her favorite person, and they reside in the Magic City of Birmingham with their three beautiful children, Pinot, Cinsault and Beau… Fur babies of the feline nature.

[email protected]
205-314-6211
Birmingham, AL
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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

  • Bachelor & Honor’s Degree in Socio-Informatics
    Stellenbosch University, Western Cape, South Africa
  • Post Graduate Diploma in Marketing & Advertising
    AAA School of Advertising, Cape Town, South Africa
  • WSET Level 3 – International Wine & Spirits
    Wine and Spirits Education Trust, Constantia, South Africa

Ask Me About

  • Food and Wine
  • Where to travel to next?
Published by Robyn Schubart

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