Terry Montano, CFP®

Co-Founder & Wealth Advisor at Motus Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, Georgia, United States, GE
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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Dec, 2016
    - Sep, 2024

Experience

  • Motus Wealth
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder & Wealth Advisor
      • Jan 2022 - Present
  • The University of Georgia
    • Higher Education
    • 700 & Above Employee
    • UGA Financial Planning Alumni Board Member
      • Nov 2019 - Feb 2022
  • Facet Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Lead Planner
      • Mar 2021 - Dec 2021
  • Capital Directions, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Portfolio Analyst
      • Dec 2020 - Mar 2021
  • TrueWealth, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Analyst
      • Sep 2019 - Dec 2020

    • Financial Planner
      • Jan 2017 - Dec 2020

    • Client Service Associate
      • Jan 2015 - Dec 2016

  • Homrich Berg
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Service Intern
      • May 2014 - Aug 2014
  • Volunteer Income Tax Assistance
    • United States
    • 1 - 100 Employee
    • Volunteer Tax Preparer
      • Jan 2014 - May 2014

      Semester-long service-learning projects of approximately 50 direct contact hours. Provides either direct financial services (such as preparing no cost tax returns) or financial education, counseling, or coaching to low and moderate-income individuals. Semester-long service-learning projects of approximately 50 direct contact hours. Provides either direct financial services (such as preparing no cost tax returns) or financial education, counseling, or coaching to low and moderate-income individuals.

Education

  • The University of Georgia
    Bachelor of Science in Family and Consumer Sciences, Financial Planning
    2012 - 2014
  • Georgia Perimeter College
    Associate of Science (A.S.), General Studies
    2009 - 2011

Community

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