Jessica Sharpe

Mergers and Acquisitions | Project Management | Building Relationships

Role: Partnership Success Manager at Waverly Advisors, LLC
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Jessica Sharpe

Experienced Admin with a demonstrated history of working in the medical and financial…

Experience

Partnership Success Manager
Waverly Advisors, LLC
Jun 2025 — Present · Birmingham, AL, US

Education

Auburn University
Master of Business Administration - MBA
2020 — 2022
Auburn University
Graduate Certificate, Logistics, Materials, and Supply Chain Management
2020 — 2022
Georgia Southern University
Bachelor’s Degree, Marketing
2006 — 2010

Skills

Management
Financial Reporting
Roth Ira
Auditing
Customer Service
Data Analysis
Microsoft Word
Microsoft Excel
Leadership
Sales
Esas
Traditional Ira
Sep Ira
Marketing
Banking
Risk Management
Financial Analysis
Health Savings Accounts
Employee Training
Finance

Contact information

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Work email
•••••@waverly-advisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Waverly Advisors, LLC

Financial Services · 336 employees · Founded 1999 · Birmingham, Alabama, United States

Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission. For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice. As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary. At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest. Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours. While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence. Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission. ©2025 Waverly Advisors, LLC. All rights reserved.

waverly-advisors.com

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About Jessica Sharpe

Experience

Partnership Success Manager

Education

Auburn University

Auburn University

Georgia Southern University

Skills

Find verified contacts for anyone on LinkedIn