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About Us

Our History

Doyle Wealth Management was founded in 2005 by Bob and Jill Doyle as an SEC - registered investment advisor providing comprehensive wealth management to individuals, families, and institutions.

Why Doyle Wealth Management?

We are firmly anchored as a fee-only advisor allowing us to provide objective, unbiased advice for the betterment of our clients’ portfolios.  In addition we are a registered investment advisor which means we act in the best interest of our clients at all times.

Our Team

Robert K. Doyle, CPA, PFS

President & Chief Investment Officer

Jillian D. Doyle, CPA

Chief Financial Officer

Michael W. Murray, CFA®

Chief Equity Strategist & Director of Research

Richard J. Heiman

Executive Vice President

Anne Drake McMullen

Executive Vice President, Business Development

Connie E. Roman, CPA

Controller

Todd B. Youngs, CFA®

Director of Portfolio Management

Cassandra M. Smalley, CFP®

Portfolio Analyst

McLean A. Baran

Support Adviser

Robyn A. Bowman

Operations Manager

Kimberly A. Markiewicz

Operations Manager

Candace R. Frankland

Operations Support

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