Sarah Edwards joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors. She started her career in finance in 2019 at W.O. Stone Advisors and now serves as a Client Service Associate at Waverly. Sarah provides client support for account applications, custodial paperwork, and money movements. Prior to her career in finance she spent time working in federal and state politics on Capitol Hill, the Mississippi State Capitol, on the Donor Stewardship team at the George W. Bush Presidential Center in Dallas and the Community Foundation of Greater Birmingham when moving to Birmingham.
Sarah most enjoys building trust and relationships with her clients. Learning about their lives and passions allows her to serve them better and provide personalized service.
In life, Sarah spends most of her free time with her husband and two daughters. She loves to cook and try new recipes, and enjoys the outdoors, whether hiking, playing with her children, or enjoying a meal.
Education