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Connie Roman Email
Financial Controller . Doyle Wealth Management
Saint Petersburg, FL
LocationPrimary Email
How to contact Connie Roman
Join and see Connie's contact info for free!Current Roles
Employees:
26Revenue:
$3.8MAbout
A One-On-One Relationship Based on Trust A relationship with Doyle Wealth Management is personal and is built to last. We work to provide personal solutions for the individuals and families who are our clients. We know there is only one “you†so to provide the solutions that you desire, we must first start with a discussion about your entire financial life. We want to know your long-term and your short-term goals, your timeline for achieving these goals, and your tolerance for risk and volatility along the way. Ultimately, we want to know exactly what you are trying to achieve and have a clear understanding of what your expectations are for us in this relationship. Then we will work with you to custom tailor investment strategies to fit your unique situation in life.Doyle Wealth Management Address
333 3rd Avenue North, Suite 300Saint Petersburg, FL
United States