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
08
Apr
12
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
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 →
Jan
03
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
21
2 minute read As Thanksgiving approaches, we are filled with gratitude for each of our clients and our employees. This month’s employee feature is Stacy Goodrich. Stacy has been with DWM since 2015 and is an Operations Assistant. 1) What do you like best about living in St. Pete? St.... read more →
Oct
25
4 Minute Read When it comes to your money, it’s important to get to know the people behind a company. Meet Chris Jay, CFP®, a Senior Wealth Manager at Doyle Wealth Management. His primary job? From investment research and security selection, to financial planning - Chris makes sure clients are... read more →