Terri R. Munro,  CFP<sup>&reg;</sup> - Financial Advisor

Terri R. Munro, CFP®

Wealth Advisor

BT Wealth Management

Riverwood 200, 3300 Riverwood Pkwy Ste 1075
Atlanta, GA 30339
FINANCIAL ADVISOR'S WEBSITE
(678) 302-1453

General

Terri Munro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BT Wealth Management in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources