Senior Client Service Associate

Rosalind Cannon

Rosalind joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. She serves as a Senior Client Service Associate at the firm. In her role, Rosalind provides client support including account applications, custodial paperwork, and money movements. She works directly with a variety of custodians where she establishes, maintains, and updates all new and existing client accounts.

Rosalind studied at Emory University and Georgia State University. Additionally, she has her Series 65 certification as a Financial Planner, and she is a Notary Public for the state of Georgia. Beyond what she has learned from her educational pursuits, Rosalind has noticed that she learns daily from helping each unique client.

Originally from Brooklyn, NY, Rosalind resides in Jonesboro with her family. She enjoys exploring the many festivals that Georgia has to offer; music, arts and crafts, wine, food, film… she loves them all!

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

Series 65 certification as Financial Planner

Professional Affiliation

Notary (State of Georgia)

Community Involvement

Volunteer for East Atlanta Kids Club

Ask me About

Retirement Planning
Investment Management
Estate Review
Insurance Analysis