Terry Montano, CFP®

Terry Montano, a CFP® professional, is a prominent figure in the fee-only wealth management industry. With a focus on providing tailored financial planning and investment management services, Terry is dedicated to helping clients establish and maintain their wealth effectively.

Education is a cornerstone of Terry's career, having pursued a Bachelor of Science in Family and Consumer Sciences with a specialization in Financial Planning from The University of Georgia. Additionally, Terry holds an Associate of Science degree in General Studies from Georgia Perimeter College.

With a rich and diverse professional background, Terry has held key positions in various organizations. Currently, Terry serves as the Co-Founder & Wealth Advisor at Motus Wealth. Prior to this role, Terry garnered experience as a Lead Planner at Facet Wealth, a Senior Portfolio Analyst at Capital Directions, LLC, and contributed as a UGA Financial Planning Alumni Board Member at The University of Georgia. Noteworthy past roles also include positions at TrueWealth, LLC, such as Portfolio Analyst, Financial Planner, and Client Service Associate.

Terry Montano's commitment to industry knowledge and expertise is further exemplified by previous experiences, including serving as a Client Service Intern at Homrich Berg and as a Volunteer Tax Preparer with Volunteer Income Tax Assistance.