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In 2005, husband and wife team Bob and Jillian Doyle decided to leverage their experience in the financial services industry and branch out on their own. During their years of service in the accounting world, they noticed that much of the large retirement community of Florida was severely underserved by other wealth managers. So, they founded Doyle Wealth Management with just the two of them and $45 million dollars in assets under management.  In 2020, DWM was acquired by CI Financial, now known as Corient in the United States. Corient combines the personal service, creativity and objective advice of a boutique with the power of an exclusive partnership of experienced advisors, capabilities and unrivaled solutions to create a profoundly different wealth experience.

Anne McMullen
Chief Development Officer

Anne Drake McMullen has more than 25 years of business development experience. She has been instrumental in the formulation of collaborative relationships with corporate executives, elected officials, and regional leaders.


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