As Office Manager, Shirley is instrumental in advancing the functions of portfolio accounting and performance reporting. Shirley brings forty years of experience in portfolio accounting and recordkeeping. She joined Waverly Advisors in July 2022, when BT Wealth Management merged with our firm.
Shirley joined BT Wealth Management with the Excelsia team in 2015. Prior to Excelsia, Shirley served as Vice President and Office Manager of Atlantic Capital Management and a Vice President in Operations of Johnson, Lane, Space, Smith & Company. Shirley and her family are natives of the Savannah area.