David Wedderburn

David Wedderburn , CRPC®
Vice President Financial Consultant Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.

450 Colony Blvd

The Villages, FL 32162

david.wedderburn@truist.com

Phone 352-390-2171

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About me

Background

David Wedderburn, CRPC® is a Financial Consultant and Vice President with The Brick City Group of Truist Investment Services, Inc. He helps individuals and families make informed financial decisions, prepare for retirement, and navigate life's financial transitions with greater clarity.

David believes financial planning is about more than investments. It is about helping people align their financial resources with their goals, values, and vision for the future. His approach emphasizes thoughtful planning, clear communication, and meaningful long-term relationships.

While attending Florida State University, David founded Building Generational Wealth and Success, a nonprofit focused on financial education and personal development for underserved communities. This experience reinforced his belief in financial literacy, disciplined planning, and meeting people where they are.

David earned a Bachelor of Science in Marketing from Florida State University and holds the Chartered Retirement Planning Counselor™ (CRPC®) designation.

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 work, David enjoys investing in the people and relationships that matter most to him. His faith plays a central role in his life, and he is an active member of Marion Oaks Assembly of God, where he serves in Youth Ministry and enjoys mentoring and encouraging the next generation.

A proud Florida State University graduate, David enjoys following FSU athletics, playing basketball, traveling, and recreational shooting. He values opportunities to step away from the day-to-day and spend time with the people and activities he enjoys most.

David recently married his wife, Tykeria ("Ty"), and values spending quality time with family and friends. Whether supporting his local church, exploring a new destination, or cheering on the Seminoles, he appreciates the experiences and relationships that make life meaningful.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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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