Client Relationship Specialist
Dorothy Doyle spent nineteen years at Charles Schwab in branch operations and client investment services. She has experience in trading procedures, customer relations, and compliance oversight. In addition to Charles Schwab, Dot spent eleven years supporting the Principals in the daily office and business operations of another Registered Investment Advisory Firm in Horsham, PA.
Dot is a graduate of George Washington High School and is married with two grown daughters. She serves on the board of a non-profit organization, enjoys cooking, travel, fine dining and spending time outdoors.