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Announcement

May 08

DWM Employee Feature: Keith Jaworski

This month’s Employee Feature is Keith Jaworski. Keith recently joined Doyle Wealth Management as Director of Research, bringing more than 25 years of experience, including experience managing institutional portfolios.   What are you most looking forward to as your role in Director of Research at DWM?   I'm looking forward... read more →
May 02
Apr 12

DWM Welcomes New Employees

We are proud to welcome Keith Jaworski, CFA as our new Director of Research. He brings more than 25 years of industry experience including substantial experience managing institutional portfolios. That experience includes managing portfolios in excess of a billion dollars each for the County of Fairfax in Virginia, and Clark... read more →
Mar 27

DWM Employee Feature: Josh Graben

Doyle Wealth Management is proud to welcome Josh Graben to the team as Tax Senior. In this role, Josh will work with clients and their wealth managers to help integrate tax planning strategies into their overall financial plans. Q&A with Josh Are you new to the St. Pete area? I’ve... read more →
Mar 20

Charitable Grant Program 2018 Recipients

1 minute read The Doyle Wealth Management Charitable Grant Program is fueled by the belief of the importance of giving back to the local community. The $10,000 program supports nonprofits in the St. Petersburg area each year. DWM is pleased to announce the 2018 Charitable Grant program recipients are: Clothes... read more →
Jan 03

DWM Employee Feature: Jim McGinty

Our December Employee Feature is Jim McGinty. Jim brings more than 25 years of experience in the financial services industry. What is your current position at DWM? Senior Wealth Advisor. What do you like best about living in St. Pete? I was born in St. Pete and have enjoyed watching... read more →
Nov 27

Thanksgiving Food Drive for the St. Petersburg Free Clinic

2 Minute Read This Thanksgiving holiday, Doyle Wealth Management hosted a community food drive to benefit the St. Petersburg Free Clinic. Approximately 55 gallons of food were collected. From November 6th to the 20th, DWM employees collected breakfast items, canned fruit, canned corn, soup, pasta sauce, and other non-perishable food... read more →
Nov 08

Andrew R. Lundin CFP® Receives CTFA Designation

4 Minute Read Andrew R. Lundin, CFP®, CTFA  is a Wealth Manager at Doyle Wealth Management. He has more than 10 years experience in the financial services industry, contributing to his eligibility to use the Certified Trust & Financial Advisor (CTFA) designation. Quick Facts About the CTFA: The CTFA is... read more →
Oct 22

DWM Welcomes Steven Cantillo, CFP®

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... read more →
Jul 31

DWM News: 2 Advisors Make Forbes Top Next-Gen Advisors 2018

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... read more →