The Tweeddale Group of Truist Investment Services, Inc.
2400 SE Federal Highway
Suite 106,
Stuart, FL 34994
Who we are
The Tweeddale Group of Truist Investment Services, Inc. is a private client team of professionals that provides personalized financial services to its clients. We tailor a balanced financial plan to the specific needs of our clients’ lifestyles. While we understand every family has different goals and values, life can present a multitude of experiences that one does not always anticipate. The Tweeddale Group is here to work alongside you and help navigate your life’s 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
Jennifer Gillis
Client Service Associate
WHY CHOOSE US?
As a fiduciary, we put your best interests first while offering a full suite of wealth management services designed to help you achieve your goals. A balanced Financial Advisor can help you create a Financial Strategy customized to fit your way of living. With a team built on a structured approach designed holistically to meet the diverse needs of our clients, our priority is to listen and gain a deeper understanding of your goals. Whether we are collaborating with your CPA, estate or divorce attorney, managing asset strategies, planning for your financial future or creating a retirement plan, we believe relationships are built on trust and personalization.
The Tweeddale Group of Truist Investment Services, Inc. includes a Comprehensive Suite of Services:
Customized Financial Planning: Tailored strategies reflecting your individual objectives.
Estate, Tax**, and Business Succession Planning: Sophisticated solutions for multigenerational families and business owners, helping to ensure your legacy's endurance.
Risk Management: Proactive approaches to help safeguard your wealth against unforeseen challenges.
Investment Management: Dynamic, flexible strategies designed to address your financial goals, from growth to preservation, along with Retirement Income Planning.
Divorce with Expert Financial Clarity: Personalized financial strategies to help you navigate the complexities of divorce, ensuring equitable settlements, informed decision-making, and a secure financial future.
Economic Data Tracker More pain at the pump is coming
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
03/06/2026
Article
03/06/2026
Economic Data Tracker – Week 10
Economic Commentary February job losses
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
03/06/2026
Article
03/06/2026
Economic commentary – March 6, 2026
Special Commentary Assessing the Iran conflict: Global economic and market implications
Listen to our perspective on the recent geopolitical developments in the Middle East.
03/04/2026
Article
03/04/2026
Special Commentary
