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Archive for 2018

3 Basic Tips When It Comes to Saving For Retirement

The New York Times recently wrote a piece titled, “Young Women Have to Play Catch-Up in Retirement Savings.” The piece contained numerous insightful studies and research about the obstacles young women face when it comes to saving for retirement. What We Recommend at Doyle Wealth Management When it Comes to... read more →
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Consumer Data Breaches: What To Do

1 Minute Read Consumer data breaches with sensitive information at large corporations seem to be happening more often. Marriott Starwood is the recent organization publicly announcing last Friday, November 30th, a massive data breach - affecting potentially 327 million guests. Guests might have had anything from their payment information, to... read more →
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Thanksgiving Food Drive for the St. Petersburg Free Clinic

2 Minute Read This Thanksgiving holiday, Doyle Wealth Management hosted a community food drive to benefit the St. Petersburg Free Clinic. Approximately 55 gallons of food were collected. From November 6th to the 20th, DWM employees collected breakfast items, canned fruit, canned corn, soup, pasta sauce, and other non-perishable food... read more →
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Andrew R. Lundin CFP® Receives CTFA Designation

4 Minute Read Andrew R. Lundin, CFP®, CTFA  is a Wealth Manager at Doyle Wealth Management. He has more than 10 years experience in the financial services industry, contributing to his eligibility to use the Certified Trust & Financial Advisor (CTFA) designation. Quick Facts About the CTFA: The CTFA is... read more →
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Thinking Outside the ‘Burg: DWM in the Community

3 Minute Read Throughout the year, employees with DWM are actively involved with multiple nonprofits and organizations within the St. Petersburg, FL community. “Doyle Wealth Management is a locally grown firm who embraces our responsibility to contribute to the future of the community,” said Anne Drake McMullen, Chief Development Officer... read more →
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5 Commonly Asked Questions to RIAs

5 Minute Read Meeting with your financial planner or an RIA for the first time might seem overwhelming. Where do you even begin? How do you know which questions to ask? To help provide you with ideas on where to start, we’ve created a list of the 5 most commonly... read more →
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DWM Welcomes Steven Cantillo, CFP®

Please welcome Steven Cantillo, CFP®, who joined the team in September as a Wealth Manager. Steve brings with him 11 years of experience in personal financial planning and employee benefit plans from Ernst & Young's Employee Financial Services practice. While there, he led teams of other financial planners in the... read more →
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