Griffin Kiernan
Finance major/Wealth Mgmt. minor at UF (Dec 2025) | Passed CFP® Board Exam (pending experience requirement) | Passed Series 63/65 & SIE exams | Focused on Financial Planning, Financial Analysis, & Portfolio Strategy
- Role
- Client Service Associate at Waverly Advisors, LLC
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Griffin Kiernan
I graduated from the University of Florida in December 2025, receiving a Bachelor of Science in Business Administration degree, majoring in Finance, with a minor in Wealth Management and a certificate in Artificial Intelligence Fundamentals and Applications. My passion lies in developing sound, ethical, research-driven financial strategies.I am currently employed at Waverly Advisors in Sarasota, FL, and have completed internships across wealth management, client advisory, and asset management, where I built client-ready deliverables and supported advisors with performance insights and portfolio reviews.I have passed CFP® Board Exam (pending experience requirement) and Series 63, 65 & SIE exams, and I\'m trained in financial modeling, risk management, and portfolio theory. My core values are integrity, precision, and client success. I strive to combine technical expertise with exceptional communication skills. My core principles are:(1) stay organized,(2) act proactively,(3) master the details, and (4) embrace lifelong learning-Griffin K••••••••@gmail.com
Experience
Client Service Associate
Jan 2026 — Present · Sarasota, FL, US
Education
Sarasota High School
Cambridge Advanced International Certificate of Education (AICE) Diploma Recipient
University of Florida
Bachelor of Science - BS, Finance and Financial Management Services
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