Terri Munro

Wealth Advisor & Partner @Waverly Advisors, LLC

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.