On March 4th, 2015, we will celebrate the 10 year anniversary of Doyle Wealth Management. What began in a modest office with a handful of dedicated staff members managing $47 million has grown to a team of over 10 staff and nearly $600 million in assets. We are grateful to our clients and remain humbled by the trust and confidence they have demonstrated over the years.
Bob was reappointed to a second 2 year term as vice chair of the Treasury Investment Committee for the State of Florida. This statutory committee advises the Treasury department and the CFO on over $20 billion of State Reserves. Bob was also reappointed by the Mayor and the City Council to serve on the City of St. Petersburg’s Investment Oversight Committee. This committee advises the Department of Finance and Council on the oversight of approximately $500 million of city reserves.
The newly launched PARTNER program is off to a fast start. The goal of the program is to provide objective financial planning and money management advice to those who may not qualify otherwise for our services. It is targeted to those still in the accumulation stage who are eager to save and invest.