Honored to be recognized in Forbes
We’re excited to announce that Forbes named Terry Doyle one of their Best-in-State Wealth Advisors for 2021, a list that spotlights top advisors across the U.S. We’re proud to work alongside Terry to help our clients achieve their financial goals. All of us at Doyle & Associates would like to thank our clients for their trust, which made this recognition possible.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.