Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert C. Tweeddale joined Merrill Lynch in 2015 and began his career in the financial services industry in 1996. He spent the majority of his career on Wall Street at several firms which includes roles on the New York Stock Exchange as well as in Information Technology and Sales Trading.
Robert has earned the CRPC® (Charter Retirement Planning Counselor SM) designations from the College for Financial Planning. With this designation, Robert focuses on meeting the pre- and post-retirement needs of individuals and families, including asset management, retirement income, health and long-term care, and wealth preservation and transfer.
Originally from Colts Neck, New Jersey, Robert moved to Florida in 2013. Robert and his wife Corinne have two children, Brooke and Brendan, and resides in Palm City. Together they are members of Holy Redeemer Catholic Church. When he has free time, Robert enjoys golfing, fishing, boating and spending time with family and friends. Robert also serves on the advisory board for the United Way of Martin County Character Counts!
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as United Way of Martin County . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Saint John Vianney
Indian River State College
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.