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Cassandra M. Smalley, CFA, CFP®

Director of Financial Planning & Portfolio Analyst

“Our sole focus is to provide sound advice and help guide clients to meet their long-term financial goals.”

Cassandra serves as the Director of Financial Planning, working directly with clients to develop a cohesive strategy to meet their most complex financial goals. Cassandra’s comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance analysis, and college planning. Her approach focuses first on a thorough understanding of her client's circumstances in order to provide them with a truly customized plan to achieve their goals.

Prior to joining Doyle Wealth Management, Cassandra worked for national financial services companies and brings over 10 years of experience in a variety of capacities. Cassandra has vast experience working with clients serving their investment and financial needs. In her prior roles Cassandra’s responsibilities included serving as a subject matter expert to advisors on financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training, and delivering presentations on various investment themes including buy and sell recommendations as a research analyst and securities trader. Throughout her career, Cassandra has gained extensive experience in comprehensive wealth management for high-net-worth clients and institutions. While at her prior employer, Cassandra was recognized as a mentor and leader to other financial professionals and served on several committees focused on developing financial planning training and education.

Cassandra received her bachelor's degree from University of Florida and Master of Business Administration degree with a Finance Concentration from the University of North Florida. She was awarded Excellence in Graduate Management Studies for graduating first in her class. Cassandra also participated in the Chartered Financial Analyst (CFA) Global Investment Research Challenge and was a member of the team that won the Florida Region, advancing to the International semi-finalist round.

In her spare time, Cassandra enjoys traveling, outdoor activities, and most importantly, family time. She is married to Kevin and has two energetic young daughters, Addison and Meghan.

Posts by Cassandra

Thursday, February 26, 2015

Sustainability of The 4% Rule

Wednesday, October 08, 2014

Social Security Corner

Friday, August 01, 2014

Doyle Wealth Management Introduces The PARTNER Program

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