Doyle & Associates

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

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Advisors

Terry D Doyle, Private Wealth Advisor serving the Richardson, TX area - Ameriprise Advisors

Terry D Doyle

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Terry D Doyle's website
Chad Williams, Private Wealth Advisor serving the Richardson, TX area - Ameriprise Advisors

Chad Williams

CFP®, CDFA®

Private Wealth Advisor

Visit Chad Williams's website
Milan Smado, Private Wealth Advisor serving the Richardson, TX area - Ameriprise Advisors

Milan Smado

MSFS, CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Visit Milan Smado's website
Trisha Archey, Associate Financial Advisor serving the Richardson, TX area - Ameriprise Advisors

Trisha Archey

BFA

Associate Financial Advisor

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Jeffrey Zamora, Associate Financial Advisor serving the Richardson, TX area - Ameriprise Advisors

Jeffrey Zamora

BFA, APMA

Associate Financial Advisor

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Alana Doyle, Associate Financial Advisor serving the Richardson, TX area - Ameriprise Advisors

Alana Doyle

CFP®, BFA

Associate Financial Advisor

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Team

Brooke Balentine

Brooke Balentine

Paraplanner

Qualifications

  • Bachelor of Science, Personal Financial Planning, Texas Tech University, Lubbock, TX
  • BFA™
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Gavin Walker

Gavin Walker

Client Service Specialist

Qualifications

  • Series SIE, 7 and 66 designations
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Brandon Vlk

Client Service Specialist

Qualifications

  • Bachelor of Science in Personal Financial Planning, Texas Tech University
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Brett Sands

Paraplanner

Qualifications

  • Bachelor of Business Administration, Abilene Christian University
  • CRPC®
  • CFS ®
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Chad Houchin

Paraplanner

Edward (Dub) Gilliam

Edward (Dub) Gilliam

Operations Specialist

Terry King

Terry King

Operations Director

Debbie Doyle

Debbie Doyle

Office Manager

Alexandra Zamora

Marketing Specialist