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Our Firm

McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners has a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

Our Services

McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

OUR TEAM

Client Service Associate

Abby Williams

Abby serves as a Client Service Associate of McShane Partners, now Waverly Advisors, LLC. In her role, she assists and supports both the Wealth Advisory Team and the Investment Management Team.

She coordinates with the Investment Management Team facilitating investment objectives and assists with the custodial relationships and day-to-day client maintenance for the Wealth Advisory Team. Prior to McShane Partners, Abby worked as an Operations Manager for a local medical laboratory conducting pharmacogenetic, toxicology and blood testing. She worked hard in this role to provide impeccable customer service and timely results to patients. She also worked with the billing department assisting with insurance and patient accounts.

Abby grew up in Charlotte, North Carolina and is a graduate of the University of Georgia. In her spare time, she enjoys watching her children play competitive soccer, walking her dogs and spending time with her husband and family.

Personal and Professional Achievements

  • Graduate of the University of Georgia
  • Reading buddy at The Learning Collaborative
  • Volunteer for the Myers Park High School Foundation
  • Volunteer with Leah’s Hopes and Dreams—providing homeless communities with vital resources to survive and thrive