Robert Tweeddale

Robert Tweeddale, CDFA®, ChFC®, CRPC®, RICP® , CEPA
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

Robert Tweeddale combines decades of financial experience with a passion for education to deliver personalized strategies for his clients. Holding five advanced designations—Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor® (CRPC®), Retirement Income Certified Professional® (RICP®), Certified Exit Planning Advisor® (CEPA®), and Certified Divorce Financial Analyst® (CDFA®)—Robert's uses his designations to help guide clients through life’s most complex financial decisions.

Before joining Truist Investment Services, Inc., Robert spent ten years at Merrill Lynch, helping clients build and preserve wealth. Prior to Merrill Lynch, Robert studied the markets at what he calls “Wall Street University”—working for Goldman Sachs and RBC Capital Markets and spending time on the New York Stock Exchange trading floor. In these fast-paced environments, Robert “battled in the trenches,” honing his problem-solving skills and gaining a first-hand understanding of market dynamics, volatility, and resilience.

Robert has a special focus on serving divorced and widowed women—a mission inspired by his own life story. After losing his father in 1991, Robert witnessed his mother struggle to find a trustworthy advisor who could provide sound guidance. Today, he strives to fill that gap for others, offering compassionate, objective advice and helping clients take “simple steps” to regain financial stability during life’s most challenging transitions.

With decades of market insight, Robert reminds clients that staying invested and maintaining a disciplined plan are key to pursuing positive outcomes. He also advocates for consolidating assets under a single advisor to help maximize cost and tax efficiency. Known for his ability to simplify complex strategies, Robert ensures clients receive clear, jargon-free explanations so they can make informed decisions with purpose. Transparency and proactive communication are the cornerstones of his client relationships.

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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