Cfp® Terri Munro

Terri Munro, CFP® is a Wealth Advisor and Partner at Waverly Advisors, LLC, formerly BT Wealth Management, LLC.12 She joined BT Wealth Management in 2013 and became a wealth advisor in 2016.5 Terri is responsible for client relationship management, comprehensive financial planning, portfolio management, and business development.2

Professional Experience

• Partner and Wealth Advisor at Waverly Advisors, LLC (since July 2022 due to merger with BT Wealth Management)23
• Private Wealth Advisor at HC Advisors, LLC (July 2008 - November 2013)1
• Client Service Specialist at Charles Schwab (July 2006 - July 2008)1
• Client Service Associate at Morgan Stanley (October 2005 - July 2006)1

Qualifications and Expertise

• CERTIFIED FINANCIAL PLANNER® (CFP®) since November 20111
• Series 65 - Registered Investment Advisor1
• Specializes in helping independent women become financial leaders2
• Expertise in financial planning for newly divorced or widowed women4

Professional Affiliations

• Past President and current Chair of the Board for the Financial Planning Association of Georgia (FPA)2
• Member of the Atlanta Estate Planning Council2
• Graduate of the Community Foundation of Greater Atlanta's Philanthropic Advisor Leadership Institute2

Education and Languages

• Bachelor of Arts in French and International Studies from Birmingham-Southern College2
• Proficient in Spanish, French, and English1

Personal Interests

Terri is a mother of three and enjoys ballet, competitive ballroom dancing, and visiting family in Scotland.2