Stacy joined Waverly Advisors in December of 2023. She serves as Integration Coordinator of a dynamic Integration Team. In her role, Stacy assists team members to maintain sensitive timelines for pre- and post-close activities. She organizes documentation and provides administrative support to Waverly’s Integration Team. Stacy works closely with selling firms to ensure a smooth and comfortable transition to Waverly.
As a lifelong Birmingham native, Stacy worked as an Executive Assistant for 13 years with a privately owned steel company. She raised three beautiful children and recently decided to re-enter the workforce by joining Waverly.
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