David Wedderburn
Vice President
Financial Consultant
Truist Investment Services, Inc.
Vice President
Financial Consultant
Truist Investment Services, Inc.
4414 SW College Rd
Ste 1310,
Ocala, FL 34474
About me
Background
David Wedderburn is a Financial Consultant with The Brick City Group of Truist Investment Services, Inc., where he works with individuals and families to help them make confident, well‑informed financial decisions. He approaches planning with a focus on clarity, consistency, and long‑term stewardship, helping clients align their resources with what matters most to them.
David began his career supporting advisory teams in a client service capacity, gaining a comprehensive understanding of portfolio administration, planning support, and the importance of delivering a seamless client experience. That foundation continues to shape his consultative approach today, emphasizing preparation, follow‑through, and thoughtful communication.
During college, David founded Building Generational Wealth and Success, a nonprofit organization created to provide financial education and personal development resources to underserved communities. This experience reinforced his belief in disciplined planning, financial literacy, and the value of meeting people where they are.
David is known for his measured approach, attention to detail, and ability to build trust through meaningful, long‑term relationships.
Investment Adviser Representative, Truist Advisory
Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Education
Marketing, B.S.
Florida State University
2023
Personal Interests
Outside of the office, David values community involvement, personal growth, and maintaining an active lifestyle. He is an active member of Marion Oaks Assembly of God, where he serves within the Youth Ministry. David enjoys staying active through basketball, traveling when time allows, and supporting his alma mater, Florida State University.
He is engaged and values time spent with family and close friends, believing strong relationships and balance outside of work are essential to long‑term success — personally and professionally.
Before graduating from Florida State University, David founded Building Generational Wealth and Success, a non-profit organization that financially educates and professionally develops students from underserved communities to inspire others, create sustainable change, and build generational wealth for themselves, their families, and their communities.
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