Barry V. MunroPresident / Financial Advisor
As a Financial Advisor, I provide clients with sound advice and a personalized financial program to ensure a secure financial future. I always strive to really get to know and understand my clients financial situation and provide them with only the highest quality information, services, and products to help them reach their goals.
Every client is important to me. I've helped individuals ranging from Federal employees to business owners. My clients have stayed loyal through the years because I have proven my ability to simplify complex strategies into an actionable plan. I value each opportunity to provide my clients with the guidance they need to succeed and live out their very own "American Dream". Munro Legacy Planners is my legacy and the financial services you receive are backed with integrity and professionalism. When not working with my clients, I continue to educate individuals on financial investments and strategies as a Fox News Business Contributor. In my leisure time, I enjoy spending time with my family, playing a few rounds of golf and watching sports (aka: football) - particularly the Atlanta Falcons. |
Our Mission
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
We endeavor to know and understand your financial situation and provide you with only the highest
quality information, services, and products to help you reach your goals.
We endeavor to know and understand your financial situation and provide you with only the highest
quality information, services, and products to help you reach your goals.
OUR FIRM
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them with our sound financial information and guidance.
We have been working with individuals and businesses in the area for many years and we have the knowledge and experience to help you secure your financial future.
Our firm is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized programs that we can provide is a road-map to working toward a more secure financial future.
OUR TEAM
Tosha McMahan
Client Services Tara Vigilanti
Executive Assistant |
James Cline
Case Development Sharon Garnaro
Legal Secretary |
Nick Stovall, CPA, MBA
Chief Tax Strategist Tony Lavine
Senior Director |