Rhona MacLeod

Rhona MacLeod
Virtual Premier Advisor

2400 SE Federal Highway

Stuart, FL 34994

About me

Background

I am a Virtual Premier Advisor, proudly supporting clients in the North Florida and Alabama markets. Since beginning my financial services career with Truist in 2005, one principle has guided me above all else: leading with kindness. For me, that begins with truly listening—taking the time to understand what matters most to you and your family. From there, I’ll work with you to help build a thoughtful plan, introducing you to the right strategic partners at the right time to help ensure that your family is fully supported at every stage of your journey.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

When I’m not working, I love spending time with family, friends, and our three feline fur‑babies, and I take every chance I get to travel—especially back to my homeland of Scotland.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

Locations

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