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CI Doyle Private Wealth

Email address and contacts

Quick try with Andrew Lundin from doylewealth.com

CI Doyle Private Wealth company description

CI Doyle Private Wealth (Doyle), located in St. Petersburg, FL, is a comprehensive wealth management firm. We are dedicated to guiding our clients through the maze that can be their financial lives. From tax services to skilled investment management, we bring to the table all the resources investors need today to accomplish their goals while achieving peace of mind. Established in 2005, Doyle has grown to an organization with a staff of 25. As a fee-only fiduciary, Doyle oversees assets for individuals, families, and institutions. The mission of the firm is to provide peace of mind and guidance for life’s financial challenges.

Key Employees

  • Andrew Lundin
    Wealth Manager
  • Stacy Goodrich
    Client Support Administrator
  • Connie Roman
    Controller

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New team members of CI Doyle Private Wealth

Anne Drake
Chief Development Officer
Joshua Graben
Tax Manager & Wealth Manager
Scott Connor
National Director of Investment Services
Lisa Binkley
Senior Wealth Manager
Bob Doyle
President
Loren Yancey
CSA
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