People Archive - Waverly Advisors

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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Changes Coming for Itemized Deductions
May 14, 2024
Quarterly Review & Market Outlook – 1st Quarter 2024
April 15, 2024
Waverly Advisors Acquires McShane Partners
April 9, 2024
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BackLatest Insights
Changes Coming for Itemized Deductions
Written by Becky Hoover on May 14, 2024
First Quarter Market Roll
Written on May 13, 2024
Quarterly Review & Market Outlook – 1st Quarter 2024
Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on April 15, 2024
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BackRecent News
Waverly Advisors Acquires McShane Partners
April 9, 2024
Waverly M&A Marks $10 Billion AUM Milestone
March 5, 2024
Waverly Advisors Acquires StrategIQ Financial Group
January 3, 2024
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Filtered Search: St. Petersburg, FL

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Novlett Perez Client Service Associate

St. Petersburg, FL

727.823.3801

Mackenzie Quinn Associate Financial Planner

St. Petersburg, FL

727.823.3801

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