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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Munro is a financial advisor with over 16 years of experience. Teresa has worked at Waverly Advisors, LLC since July 2022. Previously Teresa worked at BT Wealth Management, LLC. Teresa has a Series 6, Series 7, Series 63, and Series 66. Teresa is also a Certified Financial Planner (CFP). Teresa offers financial planning, portfolio management for individuals and businesses, and pension consulting. Teresa has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
07/27/2022 - Present
Waverly Advisors, LLC (Atlanta GA)
AL
08/03/2006 - 07/08/2008
CHARLES SCHWAB & CO., INC. (BIRMINGHAM AL)
AL
01/17/2006 - 07/25/2006
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
IN
05/11/2004 - 10/19/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/11/2004 - 10/19/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 11/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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