Cfp® Terri Munro

Terri Munro, a CFP® professional, currently serves as a Partner at BT Wealth Management, where she excels in client relationship management, financial planning, portfolio management, and business development.

With a BA in French from Birmingham-Southern College, a Certificate in Financial Planning from Boston University, and Magna Cum Laude Honors Diploma from John Carroll, Terri has a solid educational background in finance and planning.

Throughout her career since 2003, Terri has been dedicated to helping clients achieve financial comfort by creating tailored investment portfolios that align with their life objectives.

Her rich professional experience includes roles such as Wealth Advisor, Senior Financial Planner, and Private Wealth Advisor at various reputable firms like HC Advisors, Henning CPA, Charles Schwab, and Morgan Stanley.

Terri Munro's expertise and commitment in the financial services industry make her a valuable asset in providing comprehensive financial solutions to clients.