Robert Tweeddale

Robert Tweeddale, CDFA®, ChFC®, CRPC®, RICP®
Vice President Financial Advisor Truist Investment Services, Inc.

2400 SE Federal Hwy

Suite 106,

Stuart, FL 34994

Robert.tweeddale@truist.com

Phone 772-403-6280

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About me

Background

Prior to joining Truist Investment Services, Inc, Robert spent years being educated at what he calls "Wall Street University" – working for Goldman Sachs and RBC Capital Markets. At these firms, Robert "battled in the trenches" of equity trading floors, honing his problem-solving skills and developing a first-hand understanding of how the markets work.  

Robert serves a growing circle of divorced and widowed women. This is due in large part to his early life. Robert's father passed away in 1991 and Robert's mother was unable to find a trustworthy advisor who would suggest appropriate investments. Recognizing that women who experience difficult life transitions may require an extra measure of care and objective guidance, Robert goes out of his way to explain how these clients can take "simple steps" and regain their financial footing. 

Having a front-row seat on Wall Street to decades of market volatility and resilience, Robert reminds clients that "staying in the market and sticking with a disciplined strategy" is critical to pursuing positive, long-term outcomes. He is also a strong proponent of clients having a single advisor who can consolidate their assets and deploy them in the most cost and tax-efficient manner. 

Robert has a natural affinity for educating clients – especially when complex strategies demand straightforward explanations without industry jargon. In client discussions, he is proud to be transparent and proactive.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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

Locations

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