Averi Morse is a Client Assistant with the Walker Holler Group at Baird, where she supports a wide range of client service and operational needs while helping deliver a seamless client experience. Working closely with Sara and Kyle, she assists with onboarding, account servicing, and the coordination of financial planning, tax, and estate strategies to ensure clients receive attentive, high-quality service.
Averi brings a strong background in client service and administrative operations, with experience in onboarding coordination, CRM management, and managing high-volume workflows with accuracy and attention to detail. She is known for her organized approach, clear communication, and ability to build strong relationships while supporting efficient day-to-day operations.
Averi grew up in Washington state and relocated to South Carolina to complete her education at Clemson University, where she majored in Human Capital Development with a minor in Psychology. Inspired by her father’s 27-year career in institutional bond sales, including 18 years at Baird, Averi developed an early appreciation for the firm’s client-first culture. She is currently pursuing industry licensing, positioning her for expanded client-facing responsibilities.
Outside of the office, Averi enjoys staying active, spending time with family and friends, and exploring the Greenville area.