Terry Muchler
Partner Advisor
Designations: AIF®, CTEP®
Terry J. Muchler, AIF, CTEP, is a Partner Advisor in Allworth’s Dansville, New York office. With over 30 years of financial advisory experience, Terry has earned his Bachelor of Science degree in Marketing from the College at Brockport, State University of New York, and has earned an Associate degree in Business. He also has a certification in Estate Planning from Tulane University in New Orleans. Terry and his wife Robin have been married for over 30 years and reside in Dansville. They are the parents of four children and have two grandchildren. Terry has been a member of the Dansville Rotary for over 20 years, has served as its President, and was the head of the steering committee for the Dansville Community Center. When not advising clients, Terry enjoys playing golf, and has coached baseball and softball for over 25 years.
Education and Certifications
Who I Best Work With
What Guides My Approach
Terry J. Muchler, AIF, CTEP, is a Partner Advisor in Allworth’s Dansville, New York office. With over 30 years of financial advisory experience, Terry has earned his Bachelor of Science degree in Marketing from the College at Brockport, State University of New York, and has earned an Associate degree in Business. He also has a certification in Estate Planning from Tulane University in New Orleans. Terry and his wife Robin have been married for over 30 years and reside in Dansville. They are the parents of four children and have two grandchildren. Terry has been a member of the Dansville Rotary for over 20 years, has served as its President, and was the head of the steering committee for the Dansville Community Center. When not advising clients, Terry enjoys playing golf, and has coached baseball and softball for over 25 years.
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About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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