3 Minute Read Throughout the year, employees with DWM are actively involved with multiple nonprofits and organizations within the St. Petersburg, FL community. “Doyle Wealth Management is a locally grown firm who embraces our responsibility to contribute to the future of the community,” said Anne Drake McMullen, Chief Development Officer...
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4 Minute Read When it comes to your money, it’s important to get to know the people behind a company. Meet Chris Jay, CFP®, a Senior Wealth Manager at Doyle Wealth Management. His primary job? From investment research and security selection, to financial planning - Chris makes sure clients are...
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5 Minute Read Meeting with your financial planner or an RIA for the first time might seem overwhelming. Where do you even begin? How do you know which questions to ask? To help provide you with ideas on where to start, we’ve created a list of the 5 most commonly...
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Please welcome Steven Cantillo, CFP®, who joined the team in September as a Wealth Manager. Steve brings with him 11 years of experience in personal financial planning and employee benefit plans from Ernst & Young's Employee Financial Services practice. While there, he led teams of other financial planners in the...
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5 Minute Read In today’s world there are multiple options when seeking a financial advisor. From online “robo advisors”, to broker-dealers, to Registered Investment Advisors (RIAs), each claiming to help with your financial needs. Maybe you’re looking for a financial planner to manage your retirement savings, or you’re looking for...
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Many Americans have a retirement account such as a 401(k), 403(b) or IRA during their lifetime to supplement income in retirement. As with all traditional pre-tax accounts, most know that withdrawals will be taxable as income and mandatory distributions are required starting at age 70.5. We do get a lot...
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On September 25th, a new GICS sector was created. What does that mean? The Global Industry Classification Standard (GICS), maintained by Standard & Poors and MSCI, is a system for categorizing stocks and other holdings into broad category buckets, such as Energy, Financials, and Health Care. Early this year, they...
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Doyle Wealth Management extends a hearty congratulations to Cassandra Smalley and Chris Jay for their inclusion on Forbes Annual list of America's Top Next-Gen Advisors! Cassandra and Chris are among 20 millennial wealth managers selected from Florida in the top 200, and they are the only advisors from St. Petersburg...
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We all remember it - the one hurricane that gave Floridians a run for their money. What did you do when Hurricane Irma tested our sanity with 24 hour news coverage? Did you know where to find your home and auto insurance policies? Did you have access to all that...
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As we enter a new era with the recently enacted tax law, our firm is constantly reviewing the tax code and formulating new tax planning strategies for our clients. On its surface, the tax reform offers reduced tax rates and wider brackets. For many Americans, that will translate to a...
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