BT Wealth Management Names Terri Munro Partner
Friday, February 8th, 2019
BT Wealth Management, a leading Registered Investment Advisor headquartered in Atlanta, is excited to announce Terri Munro has been named a partner. Her more than 16 years of experience with helping clients plan and design investment portfolios adds tremendous value to the firm.
Munro joined the BT Wealth Management team in 2013 as a financial planner and has been a wealth advisor since 2016. Her practice includes retirement, business succession, estate, and charitable planning for high net worth individuals and families.
Munro, who is a CERTIFIED FINANCIAL PLANNER ™ (CFP®), led the implementation of comprehensive financial planning as a service area for BT Wealth Management. She is also the president emeritus of the Financial Planning Association of Georgia and currently serves as the chair of the board of directors.
“Terri’s comprehensive knowledge of the industry makes her an invaluable asset to BT Wealth Management,” said Scott Craig, BT Wealth Management managing partner and chief investment officer. “Terri’s specialized talent allows her to advise clients on complex matters to meet their life goals. Also, her robust background in planning and portfolio management enables her to help clients plan a personalized approach to wealth management.”
“I am grateful for the opportunity to serve our clients as a Partner and look forward to continuing to contribute to the growth of the firm in my new role,” Munro said. “BT Wealth’s planning-based approach to portfolio design positions our clients to enjoy their retirement, but also provide a legacy for their families and philanthropic endeavors.”
Terri is a frequent contributor to the media on financial planning topics and has been featured in various publications including Investment News, Financial Planning and Financial Advisor magazines, among others, for her expertise working with business owners, divorcees, and widows.
Founded in 2008, BT Wealth Management has experienced rapid growth over the last few years due to the firm’s dedicated investment process. BT Wealth managed more than $875 million in discretionary assets (AUM) as of December 31, 2018.
Munro earned a Bachelor of Arts degree from Birmingham-Southern College and a post-graduate Certificate in Financial Planning from Boston University.