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 in the top 200. It is Cassandra’s second recognition in as many years. Criteria for selection is based on many factors, including interviews, compliance records, and assets under management.
For more information on rankings and calculation, please see our disclosures page.