Terri Munro
- Role
- Wealth Advisor & Partner at Waverly Advisors, LLC
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Terri Munro
Terri serves as a Wealth Advisor and Partner at Waverly Advisors, LLC. She is responsible…
Experience
Wealth Advisor & Partner
Dec 2013 — Present
I work hard to take clients from confused to empowered by a process of supportive, jargon- free financial advice through life’s tough times to the good times. Over the last 10+ years, I have helped many people feel more comfortable with their finances. I advise Private Clients on all aspects of their financial lives, including comprehensive Financial Planning, Investments, and Estate Planning. As a CERTIFIED FINANCIAL PLANNER™, my philosophy discovers your life goals first, and then uses common-sense financial planning & investing to achieve them.
Skills
- Alimony
- Financial Planning
- Financial Planners
- Investments
- Events Project Management
- Cash Flow & Debt Management
- Retirement
- Estate Planning
- Investment Research
- Finance
- Budgeting
- Cash Flow
- Financial Advice
- Asset Allocation
- Retirement Planning
- Retirement Income Strategies
- Financial Planning (Education & Retirement)
- Client Service
- Investment Advisory
- Wealth Management
- Divorce Planning
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