Please welcome Zaida Jackson, Client Support Associate, to the team. Zaida brings over eight years of multifaceted experience in the financial services industry. Prior to joining the firm, she gained expertise in FINRA and state regulatory compliance requirements as they relate to advisor registration. Zaida earned her Bachelor's of Arts...
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Bob Doyle and Doyle Wealth Management were ranked number 3 (in Florida-North) in the Forbes Best-In-State Wealth Advisors listing out of 500 advisors in the February issue. We are proud of our selection in this distinguished publication and honored to serve our clients and community. Additionally, Doyle Wealth Management was...
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As we approach April 15th, the fact that the sun is setting on a tax code we have known for several decades is becoming very real. After we complete our annual filing to our friends at the IRS, I suspect we will all give a bit more thought as to...
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As the anniversary of the March 9, 2009 stock market bottom came and passed a few weeks ago, the bull that had been running roughshod over those nine years finally took a pause to catch its breath. Most of you have heard of one of the most recognizable and time-tested...
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DWM is happy to announce the hiring of Andrew Lundin, CFP®, who joined the firm in March as a Wealth Manager. He has over 10 years of experience in the financial services industry helping clients define their goals, and providing them simple and concise solutions to their complex financial worries....
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In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it's important to plan your investments around your long-term goals.
In our latest video, Bob Doyle and Chief Development Officer Anne Drake McMullen explain what a fiduciary is, and why it is critical that your adviser adheres to the fiduciary standard.
It is a pleasure to welcome Joshua Pisa to the firm who will provide tax services and tax research for clients. Josh previously worked for Ernst & Young in Tampa, Florida providing professional services in the areas of comprehensive financial planning and tax compliance for high-net-worth individuals, trusts, and estates....
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Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how...
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Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P...
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