DWM would like to extend a warm congratulations to Cassandra Smalley on her recent ranking in the Forbes list of America’s Top Next-Generation Wealth Advisors. Cassandra is among 32 millennial wealth managers from the state of Florida and the only advisor from St. Petersburg to make the ranking which is based on, among other things: industry experience, interviews, compliance records, and assets under management. In a recent Tampa Bay Business Journal article, Cassandra discussed the most commonly asked questions by clients. Cassandra takes her place among recognized young leaders in the financial services industry.
Congratulations to Jay Rabideau who earned his CFP® certification. CFP® professionals must pass a comprehensive examination and agree to abide by the CFP® Board’s Code of Ethics. The CFP® certification process identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Jay complements our highly credentialed staff at Doyle Wealth Management.
Doyle Wealth Management was the top ranked St. Petersburg firm by regulatory assets under management in the RIA survey and ranking published in Financial Advisor Magazine’s July 2017 issue. We take pride in our client growth rate in 2016 of 18.42%, which we believe is reflective of our strong commitment to the fiduciary standard and dedication to always putting clients’ interests first. Of the 638 registered investment advisors that participated in Financial Advisor Magazine’s July 2017 ranking and survey, Doyle Wealth Management was ranked overall #25 by regulatory assets under management. Doyle Wealth Management was one of two registered investment advisory firms from St. Petersburg included in the ranking.
For more information on rankings and calculation, please see our disclosures page.