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 with The Brick City Group of Truist Investment Services, Inc., where he works with individuals and families to help them make 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, well‑balanced lifestyle. He is an active member of Marion Oaks Assembly of God, where he serves within the Youth Ministry and enjoys investing time in mentorship and service.

David enjoys staying active through basketball and takes advantage of opportunities to travel when time allows. He also enjoys occasional time outdoors, including fishing and recreational shooting, as a way to unwind and reset.

A proud graduate of Florida State University, David enjoys staying connected to his alma mater and following its athletics. 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—both personally and professionally.

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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