Waverly Advisors, LLC
Colleen Henes, CFP®, JD, EA, ABFP™, is a highly experienced financial professional and attorney, currently serving as Partner and Wealth Advisor at Waverly Advisors, LLC. Previously, Colleen held several positions at StrategIQ Financial Group, LLC, including Vice President, Associate Vice President, and Financial Advisor - Advanced Planning. Colleen's legal expertise was also honed at Huck Bouma, PC, and Smarter Will, through Hedeker Law, where attorney roles were occupied. Colleen’s educational background includes studies at DePaul University College of Law and the University of San Diego School of Law.
This person is not in any offices
Waverly Advisors, LLC
Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.