Robert Tweeddale
,
Vice President, Senior Financial Advisor
2301 SE Monterey Rd
Stuart, FL 34996
772.223.6744
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Profile

Before joining Merrill Lynch Wealth Management in 2015, Robert spent 20 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.

Today, Robert assists a successful clientele that can benefit from his rich experience, extensive financial knowledge, and ability to help optimize their wealth in ways they find meaningful. His clients include financially astute individuals, as well as those not as well-versed – fellow financial professionals, active and retired business owners, corporate executives, physicians, attorneys and generations of their families in Florida, New York, New Jersey and ten other states.

Robert also 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 suitable 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 achieving 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-efficient 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. Seeking ways to help clients use debt wisely, for example, he can provide access to residential, securities-based, marine and real estate lending through Bank of America, N.A. When helpful, he also coordinates with clients’ CPAs and attorneys to align tax-minimization and estate planning strategies. He leverages the resources and intellectual capital of both Bank of America and Merrill to assist his clients and their families in creating personalized financial solutions based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the associated costs. His process entails a disciplined approach to help small-to-middle market business owners with sell-side advisory solutions and post-sale wealth planning.

Robert has earned the Chartered Retirement Planning Counselor™, CRPC™ designation, the Certified Divorce Financial Analyst®, CDFA® certification, the Retirement Income Certified Professional® (RICP®), and the Certified Exit Planning Advisor (CEPA®) designations. He helps business owners who are going through transitional phases in their lives.

Originally from the New York/New Jersey area, Robert lives in Palm City with his wife, Corinne, and their son Brendan and daughter Brooke. In addition to family time, Robert is passionate about playing pickleball, golf, and giving back to the community. He serves on the advisory board and is chair for the Boys & Girls Club of Martin County Character Counts! (a collaborative of community organizations, schools, businesses and individual citizens committed to the development and enhancement of individual and community character).

*Robert Tweeddale NMLS ID 1408392

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Cortney B Gates
Officer, Registered Wealth Management Client Associate
772.223.6741
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sameer Derashri
Wealth Strategies Advisor
Alejandro Vallejo
Wealth Management Banking Specialist
Cecilia Remy
Retirement Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.
Robert Tweeddale is registered to do business in AL, CA, CO, CT, DE, FL, GA, KY, MA, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT.