Terri Munro
Portefeuillebeheerder-Aandelen bij Waverly Advisors LLC (Alabama)
Profiel
Ms. Teresa R.
Munro is a Partner & Wealth Advisor at Waverly Advisors LLC (Alabama).
She is responsible for client relationship management, comprehensive financial planning, portfolio management, and business development.
Since 2003, Ms. Munro has helped clients feel more comfortable with their finances through planning and designing investment portfolios to meet their life goals.
Ms. Munro comes to Waverly Advisors from the merger with BT Wealth Management in July 2022.
Prior to BT Wealth Management, she worked as a Private Wealth Advisor at HC Advisors and PFM Capital Management, investment advisory firms in Atlanta.
Ms. Munro has also worked as a Client Service Specialist with Charles Schwab, Morgan Stanley and Lincoln Financial Group in Birmingham, Alabama.
She is a Certified Financial Planner and earned a Bachelor of Arts in French and International Studies from Birmingham-Southern College.
Post-graduate studies include a Certificate in Financial Planning from Boston University.
Actieve functies van Terri Munro
| Bedrijven | Functie | Begin |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-12-2013 |
Eerdere bekende functies van Terri Munro
| Bedrijven | Functie | Einde |
|---|---|---|
HC Advisors LLC
 HC Advisors LLC Investment ManagersFinance HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives. | Corporate Officer/Principal | 01-11-2013 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01-07-2008 |
Opleiding van Terri Munro
| Birmingham-Southern College | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
HC Advisors LLC
HC Advisors LLC Investment ManagersFinance HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives. | Finance |
