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2017-03-06T00:00:00.000Z

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Wrong Bob Doyle?

Mr. Bob K. Doyle

Direct Phone: (727) ***-****       

Email: b***@***.com

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Doyle Wealth Management Inc

333 3RD AVE N

St. Petersburg, Florida 33701

United States

Company Description

Doyle Wealth Management recognizes that to effectively serve our clients in their wealth management and preservation needs, trusts need to be a major consideration. Trusts can be valuable instruments to provide continuity of wealth management and preserva ... more

Find other employees at this company (18)

Background Information

Affiliations

Member
Chartered Institute for Securities & Investment

Member
CFA Institute

Member
Financial Analyst Society of Tampa Bay

Member of the Personal Financial Planning Executive Committee
American Institute of Certified Public Accountants Inc

Executive Committee Chairman
PFP

Chairman of the Executive Committee
Personal Financial Planning

Vice Chair of the Treasury Investment Committee
State of Florida

Education

Management

Purdue University - Bachelors of Science

Taxation

Arizona State University - Masters

Bachelor of Arts

University of West Florida

Master of Accountancy

The University of West Florida

Master's degree

Investment Management

Cass Business School

Web References (183 Total References)


St. Petersburg Downtown Partnership, Inc.

www.stpetepartnership.org [cached]

Bob Doyle Doyle Wealth Management, Inc.


About Us

www.doylewealth.com [cached]

Doyle Wealth Management was founded in 2005 by Bob and Jill Doyle as an SEC - registered investment advisor providing comprehensive wealth management to individuals, families, and institutions.

...
Robert K. Doyle, CPA, PFS
...
Robert K. Doyle, CPA, PFS
President/CEO


Robert K. Doyle, CPA, PFS

www.doylewealth.com [cached]

Robert K. Doyle, CPA, PFS

President
"We work with you to custom tailor investment strategies to fit your unique situations."
Bob Doyle is President of Doyle Wealth Management, Inc. and is a founding shareholder of the firm. Bob has over 22 years of experience in wealth management and Personal Financial Planning. Bob began his career at Price Waterhouse in Tampa in 1988. From 1993 to the inception of Doyle Wealth Management in 2005, Bob served as Chief Investment Officer of a Tampa Bay based Registered Investment Advisor and also served as the Partner-in-Charge of the Personal Financial Planning Practice in a Tampa Bay based CPA firm. Bob is a member of the Chartered Financial Analysts Institute and a member of the Financial Analyst Society of Tampa Bay. He is also Past Chairman of the Personal Financial Planning Executive Committee at the American Institute of CPAs. Bob has authored a book on Investment Management and been quoted by many of the leading members of the financial press. Bob received a Bachelor of Arts in Accounting and Master of Accountancy from The University of West Florida. Bob enjoys spending time with his family, and when time permits, enjoys backcountry hiking and camping.
...
Robert K. Doyle, CPA, PFS
President/CEO


Our Story

www.doylewealth.com [cached]

Robert K. Doyle

...
Doyle Wealth Management was founded in 2005 by Bob and Jill Doyle as an SEC- registered investment advisor providing comprehensive wealth management to individuals, families, and institutions.


Real Estate Is Hot - Don't Get Burned

maureennevin.com [cached]

"Generally, we CPAs don't like debt," notes Bob Doyle, CPA/PFS, a partner in Spoor, Doyle & Associates in St. Petersburg, Florida. "Now that tax and interest rates are so low and itemized deductions are limited, the tax benefits of debt are not as attractive as they used to be. Despite the absence of these benefits, Doyle is having a hard time telling his clients not to borrow for 30 years at 5%.

...
Doyle agrees: "I don't think there's a lot more downside potential left in rates.
...
"You don't want to be the most expensive home on the block," says Doyle, who also serves as chairperson of the AICPA personal financial planning executive committee. "People want to live next door to better-not lesser-houses. When it's time to sell, the lower-priced houses in the neighborhood also could compete against you."
Besides, says Doyle, in this market "people already are expecting to pay an arm and a leg for a fixer-upper.
...
The reality in today's real estate market is that everything is linked, says Doyle.

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