“Waverly’s commitment to its clients was very attractive to me when considering a partnership,” said Scott. “By joining Waverly, my clients will benefit from enhanced infrastructure and additional resources, enabling me to focus solely on servicing clients.”
As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.
Written by Joseph R. McNair, CFP®, JD, CPA; Chris Register, CFP®; and David M. Foreman, CFP® - Partners and Wealth Advisors at Waverly Advisors, LLC on June 16, 2025
