BT Wealth Management Hires Justin Snell As New Chief Operating Officer,” Metro Atlanta CEO

October 13, 2017

In an article published on October 13, 2017, in Metro Atlanta CEO, BT Wealth Management was featured for hiring Justin Snell as the firm’s new chief operating officer. The article mentions how the firm passed the $500 million mark in discretionary assets under management earlier this summer and how Snell’s arrival from Bennett Thrasher, the […]

Rapidly Growing BT Wealth Management Hires Justin Snell as Chief Operating Officer

October 12, 2017

Firm That Recently Surpassed $500 Million in Assets Under Management Adds Fifth Hire Since April   ATLANTA, October 12, 2017 – BT Wealth Management, whose rapid growth pushed it past the $500 million mark in discretionary assets under management (AUM) earlier this summer, has named Justin Snell as the firm’s new chief operating officer. Snell […]

Quarterly Review and Outlook – 2nd Quarter 2017

August 8, 2017

“If you take shortcuts, you get cut short.” Gary Busey Elevators are the unsung heroes of economic development. We only notice them when they stop working, but the density of modern cities would be unthinkable without safe and efficient vertical transportation. Nick Paumgarten’s 2008 article[1] “Up and Then Down” is a classic on this subject, […]

“BT Wealth’s Terri Munro Featured in Community Foundation Annual Report,” Community Foundation for Greater Atlanta

July 14, 2017

The Community Foundation for Greater Atlanta, an organization dedicated to connecting donors with nonprofits, profiled BT Wealth Management Wealth Advisor Terri Munro in its 2016 Annual Report. The report discusses the work Munro does to ensure the philanthropic goals of BT Wealth’s clients are met, including connecting them with the Community Foundation, which is the […]

BT Wealth Management Named to Accounting Today’s ‘The Top 150 Firms by AUM’

July 13, 2017

ATLANTA, July 13, 2017 – BT Wealth Management LLC, a leading financial advisory firm headquartered in Atlanta, is pleased to announce its inclusion in Accounting Today’s “The Top 150 Firms By AUM: The 2017 Wealth Magnets Ranking of the Leading CPA Firms in Financial Planning.” The list, published in the magazine’s June issue, recognizes the […]

“BT Wealth Management Earns Spot On 2017 RIA Ranking,” Financial Advisor

July 12, 2017

In an article published on July 5, 2017, in Financial Advisor, BT Wealth Management is recognized for making Financial Advisor’s 2017 RIA Ranking. The annual survey is for firms that are independent registered investment advisors (RIAs) and provide financial planning and related services to individual clients. BT Wealth is listed under the category with assets […]

BT Wealth Management Relocation And Brand Refresh

ATLANTA, June 21, 2017 – BT Wealth Management LLC, a registered investment advisory firm headquartered in Atlanta, is pleased to announce the relocation of its office to Riverwood 200, as well as a refresh of its brand as seen on its new website. BT Wealth Management was founded in 2008 and is led by President […]

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