Terry Schueler

Terry M. Schueler, CRPC®
Financial Consultant Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.

581 East HWY 50

Clermont, FL 34711

terry.m.schueler@truist.com

Phone 352-227-5066

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About me

Background

Terry Schueler has been offering retirement planning for clients for close to 10 years. He graduated from UCF as a Finance major and interned with his uncle who is in Wealth Management while he was there. Terry originally started his career with Merrill Lynch and came over to Truist Investment Services, Inc. in 2015. Terry is a CFP® Candidate and on his journey toward obtaining the mark. Prior to joining The Brick City Group of Truist Investment Services, Inc., he worked under two partners that covered the Villages and Lake County for almost 30 years and is very familiar with the area. Helping clients address their financial goals by developing strong personal relationships is Terry's top priority.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance
UCF

Personal Interests

Terry enjoys spending time with family and golfing in his free time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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