News

“BT Wealth Management Names Terri Munro Partner,” Metro Atlanta CEO

In an article published on Feb. 8, 2019 by Metro Atlanta CEO, Terri Munro is featured for being named partner at BT Wealth Management. Her practice includes retirement, business succession, estate, and charitable planning for high net worth individuals and families. BT Wealth Management managing partner and chief investment officer Scott Craig says, “Terri’s specialized talent allows her to advise clients on complex matters to meet their life goals. Also, her robust background in planning and portfolio management enables her to help clients plan a personalized approach to wealth management.” For the full article, please click here.