London McBride

Client Services Associate at Waverly Advisors LLC

Role: Client Services Associate at Waverly Advisors, LLC
Location: Seattle, WA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About London McBride

McBride Financial Advisors benefits from contributions to client relations and administrative support in the role of Client Services Associate. Graduated with a B.A. in Psychology from the University of Redlands enriched a foundation in critical thinking and problem-solving, essential for navigating the financial services space. Previous involvement with Alpha Theta Phi fostered leadership and organizational skills, further honed through internships at One Oak Wealth Management. Proficient in Redtail CRM and Microsoft Office Suite, my focus remains on delivering organized, client-centered support while pursuing growth in the financial advisory field.

Experience

Client Services Associate
Waverly Advisors, LLC
Sep 2025 — Present · Seattle, WA, US

Education

University of Redlands
Bachelor of Arts - BA, Psychology

Contact information

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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.

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