Terri Munro
Portfolio Manager-Aktien bei Waverly Advisors LLC (Alabama)
Profil
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.
Aktive Positionen von Terri Munro
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.12.2013 |
Ehemalige bekannte Positionen von Terri Munro
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Terri Munro
| Birmingham-Southern College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 |
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 |