Announced
Completed
Synopsis
Waverly Advisors, an investment advisory firm, completed the acquisition of Fiduciary Wealth Advisors, an advisory firm offering wealth management and financial planning services. Financial terms were not disclosed. “Bringing on experienced professionals like Scott, who align closely with Waverly’s core values, helps foster a collaborative environment where the team can learn from one another, deepen their industry knowledge, and elevate Waverly’s outstanding client experience,” Justin Russell, Waverly President and CEO.
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