Kimberly Penzes

Client Service Associate -Notary

Role: Senior Client Services Associate at Waverly Advisors, LLC
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Senior Client Services Associate
Waverly Advisors, LLC
Feb 2025 — Present · Blue Ash, OH, US
Responsible for all aspects of client service including client onboarding, account maintenance, asset transfers and distributions

Skills

Banking
Strategic Planning
Salesforce.com
Investments
Retirement
Customer Service
Microsoft Office
Sales
Time Management
Event Planning
Insurance
Team Building
Management
Microsoft Excel
Series 63
Marketing
Microsoft Word
Public Speaking
Leadership
Retirement Planning
Social Media
Training
Customer Satisfaction
Series 7

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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Experience

Senior Client Services Associate

Skills

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