Kelly Roy

Kelly Roy

Kelly Roy serves as Senior Integration Manager at Waverly Advisors. Kelly has been with the firm since 2015, serving in Retirement Plan Administration and Technology Services, giving her a unique perspective in this role. As Senior Integration Manager, Kelly works directly with acquired firms. She works closely with team members in all areas of the firm to ensure a smooth integration. Kelly provides support to the Director of Integration, using her strong relational skills to align diverse teams toward a common goal.

Kelly and her husband reside in Tuscaloosa, Alabama with their two boys.

Education

  • Bachelor of Science in Foreign Language Education
    Auburn University, Auburn, Alabama

Ask Me About

  • My favorite project management tool
  • How improv comedy impacted my personal mission statement
  • My current obsession
Top