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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.

About McShane Partners
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.

McShane Partners' Services

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.

Contact Abby

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
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McShane Partners is an assumed name of Waverly Advisors, LLC.  Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory services of some of its investment adviser representatives based in North Carolina. The services provided under the McShane Partners trade name are not provided by a partnership or a company separate from Waverly Advisors, LLC.  All investment advisory services provided under the McShane Partners trade name by investment adviser representatives of Waverly Advisors, LLC, acting on behalf of Waverly Advisors, LLC, are investment advisory services of Waverly Advisors, LLC. Some of the documents included in this website (including news and insights) predate the date when McShane Partners joined Waverly Advisors, LLC and the information in such documents, including disclosures, has not been updated.  All regulatory disclosures applicable to McShane Partners, such as the Form ADV 2A Brochure, the Form ADV 3 CRS or the Privacy Policy, are the regulatory disclosures of Waverly Advisors, LLC.

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ADV PART 2A BROCHURE

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