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Anne Drake McMullen

DWM Welcomes New Employees

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 →
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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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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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DWM Ranked in Forbes and Barron’s

Bob Doyle and Doyle Wealth Management were ranked number 3 (in Florida-North) in the Forbes Best-In-State Wealth Advisors listing out of 500 advisors in the February issue. We are proud of our selection in this distinguished publication and honored to serve our clients and community. Additionally, Doyle Wealth Management was... read more →
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DWM Welcomes Andrew Lundin, CFP®

DWM is happy to announce the hiring of Andrew Lundin, CFP®, who joined the firm in March as a Wealth Manager. He has over 10 years of experience in the financial services industry helping clients define their goals, and providing them simple and concise solutions to their complex financial worries.... read more →
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What is a Fiduciary?

In our latest video, Bob Doyle and Chief Development Officer Anne Drake McMullen explain what a fiduciary is, and why it is critical that your adviser adheres to the fiduciary standard.  
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DWM Welcomes Joshua Pisa and Raeleen Von Inten

It is a pleasure to welcome Joshua Pisa to the firm who will provide tax services and tax research for clients. Josh previously worked for Ernst & Young in Tampa, Florida providing professional services in the areas of comprehensive financial planning and tax compliance for high-net-worth individuals, trusts, and estates.... read more →
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DWM News: Awards and Recognition

DWM would like to extend a warm congratulations to Cassandra Smalley on her recent ranking in the Forbes list of America's Top Next-Generation Wealth Advisors. Cassandra is among 32 millennial wealth managers from the state of Florida and the only advisor from St. Petersburg to make the ranking which is based on, among other... read more →
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