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2016-10-12T00:00:00.000Z

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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

SAINT 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 (16)

Background Information

Affiliations

Member
Chartered Institute for Securities & Investment

Member
Financial Analyst Society of Tampa Bay

Member
CFA Institute

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

Arizona State University - Masters of Business Administration

Management

Purdue University - Bachelors of Science

Taxation

Arizona State University - Masters

Bachelor of Arts

University of West Florida

Bachelor of Arts

Accounting

The University of West Florida

Master of Accountancy

The University of West Florida

Master of Accountancy degree

University of West Florida

Master's degree

Investment Management

Cass Business School

Web References (198 Total References)


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


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.


Site Map

www.doylewealth.com [cached]

Robert K. Doyle


Our Team

www.doylewealth.com [cached]

Robert K. Doyle

...
Robert K. Doyle
...
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.


Spoor & Associates, P.A.-Accounting for Your Success

www.spoordoyle.com [cached]

Robert K. Doyle: A shareholder in Spoor, Doyle & Associates, Bob has been a CPA since 1988.His responsibilities include management of the personal financial planning practice, as well as the accounting and auditing practice of the firm.Bob also plays an active role in managing the personal tax practice of the firm.In 1997 Bob earned the Personal Financial Specialist (PFS) designation.To receive this designation from the American Institute of CPAs, certified public accountants must prove substantial experience in personal financial planning, provide written references from clients and other professionals and pass a comprehensive one-day examination.Only 3,000 CPAs throughout the United States have earned the PFS designation.Accounting Today in 2002 has listed Bob as one of its "Names to Know in Financial Planning."He has also authored numerous articles for various magazines on investment and financial planning topics.Bob has also frequently been quoted in Forbes, Fortune, USA Today, The New York Times, The Wall Street Journal, and many others.He is also a frequent lecturer and panelist.Bob has spoken at financial planning and investment conferences throughout the country.Bob is the past Chairman of the American Institute of CPAs Personal Financial Planning Executive Committee and he is the past chairman of the Florida Institute of CPAs Personal Financial Planning committee.

Bob began his career with Price Waterhouse before joining Spoor, Doyle & Associates.Bob holds Bachelor of Arts and Master of Accountancy degrees from the University of West Florida.

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