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. DWM is a fee-only Registered Investment Adviser. As an RIA, they operate under the fiduciary standard, meaning your financial success is their first priority.
Anne McMullen, Chief Development Officer
Anne Drake McMullen is the Chief Development Officer at Doyle Wealth Management. She 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.