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Ajay S
Series 63, Series 66
Sarasota, FL
Waverly Advisors, LLC
Ajay Sasser is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Morgan Stanley and Charles Schwab & Co., Inc. before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office solutions.
Robert C
Series 65, Series 66
Sarasota, FL
Waverly Advisors, LLC
Robert Collins is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 65 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Fiduciary Wealth Advisors, LLC and PNC Wealth Management. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.
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