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This profile was last updated on 8/22/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Bob Doyle

Wrong Bob Doyle?

President and Chief Investment Of...

Phone: (727) ***-****  HQ Phone
Email: b***@***.com
Doyle Wealth Management Inc
333 Third Avenue North Suite 300
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....   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Master of Accountancy
    The University of West Florida
  • Bachelor of Arts , Accounting
    The University of West Florida
189 Total References
Web References
"If you think the market financials ...
www.postandcourier.com, 7 Sept 2009 [cached]
"If you think the market financials are going to be greater (at retirement) than where they are today, you should be considering this," said Bob Doyle, president of Doyle Wealth Management in St. Petersburg, Fla.
...
Doyle said owners, in deciding which type of plan to set up, need to consider how much money they want to contribute to employees' accounts.
...
"Some are generous and some are myopic in their focus," Doyle said.
Real Estate Is Hot - Don't Get Burned
www.maureennevin.com, 22 Nov 2011 [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.
Smart Ways To Play Defense
www.mcapitalmgt.com, 1 Mar 2004 [cached]
"I tell them these assets are inherently risky by themselves," notes Bob Doyle, a partner and personal finance specialist with Spoor, Doyle & Associates, an accounting firm in St. Petersburg, Fla. "Then I point out that we can reduce their overall risk by adding commodities to a portfolio that includes equities, fixed income, and real estate. It's the magic of diversification."
...
"We divide our hard asset allocation between Oppenheimer Real Asset and Pimco Commodity Real Return Strategy funds," Doyle explains.
About Us | Robert K. Doyle
www.doylewealth.com, 7 Mar 2014 [cached]
Robert K. Doyle
...
Robert K. Doyle, CPA, PFS
President & Chief Investment Officer
...
Robert K. Doyle Bob Doyle is President and Chief Investment Officer 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.
Site Map
www.doylewealth.com, 7 Mar 2014 [cached]
Robert K. Doyle
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