Stacy joined Waverly Advisors in December 2023 as the Integration Coordinator on the firm’s dynamic Integration Team. As the linchpin of the pre-close team, Stacy works behind the scenes to make the magic happen. She plays a pivotal role in managing sensitive timelines for pre-close processes and ensuring a seamless transition for new firms. Stacy supports the team by organizing essential documentation and overseeing administrative operations, all while working closely with joining firms to create a welcoming, informative, and engaging onboarding experience.
Known for her bubbly and positive attitude, Stacy brings energy and enthusiasm to every aspect of her role. She is passionate about building and nurturing relationships and takes great pride in helping new firms feel at ease as they transition. Stacy is dedicated to guiding them through the process of understanding and embracing the unique, supportive culture at Waverly, and she considers it a privilege to work alongside such a talented and kind-hearted team.
A lifelong resident of Birmingham, Stacy brings over 13 years of experience as an Executive Assistant at a privately owned steel company. After dedicating herself to raising three remarkable children, she re-entered the workforce with a renewed passion for teamwork and service, values she now proudly brings to her role at Waverly.
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