Doyle Passmore
Tell me more about Doyle Passmore?
Doyle Passmore is a highly experienced financial advisor with 37.8 years of work experience. He specializes in estate planning, financial advisory, series 63, cash management, and fixed annuities. Doyle has a strong background in advising clients in West Michigan and throughout the United States, helping them invest hundreds of millions of dollars. He is known for his ethical character and commitment to putting clients first. Doyle is also involved in church functions and enjoys motorcycling, golf, and travel. He is currently working at Raymond James & Associates, Inc. in the New York Stock Exchange/SIPC.
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About
I am a graduate of Grand Valley University and I have been advising clients in west Michigan and throughout the United States since 1987. During that time, I have helped invest hundreds of millions of dollars. I specialize in 401(k) rollovers, estate planning, retirement planning and wealth management. I advise clients to adhere to a diversified asset allocation program, encourage regular financial checkups and understand that market conditions and circumstances often change. I have earned a reputation for high ethical character and for putting clients first. I have been married to my wife, Nancy since 1975 and we have three grown daughters (two who work at Raymond James) and four grandchildren. I am very involved in church functions and I enjoy motorcycling, golf and travel. I encourage you to visit our team website at http://www.raymondjames.com/passmoreadvisorgroup/, or feel free to call me directly at 616-395-4150. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC
...See MoreWork Experience
Financial Advisor | Senior Vice President Investments
Financial Advisor
Financial Services
Doyle Passmore's Professional Milestones
- Financial Advisor (1992-01-01~2008-01-01): Developing strategic financial plans and resources to optimize company profitability and maximize financial performance.
- Financial Advisor (2008-05-01~): Guided clients through complex financial decisions while guiding them towards efficient financial management.
Skill
Estate Planning
Financial Advisory
Series 63
Cash Management
Fixed Annuities
Retirement Planning
Sales
Wealth Management Services
Iras
Investments
Finance
401k
Investment Advisory
Asset Allocation
Wealth Management
Mutual Funds
Uniform Combined State Law
Finra
Investment Strategies
Wealth Accumulation
Asset Management
Training
Wealth
401k Rollovers
Credit Analysis
Etfs
Retirement
Series 65
Series 7
Securities
Certification
Colleagues
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Doyle Passmore
Frequently asked questions
We found 2 Doyle Passmore's email addresses
We found 3 Doyle Passmore's phone numbers
Doyle Passmore's social media include: Linkedin,
Doyle Passmore works for Raymond James
Doyle Passmore's role in Raymond James is Financial Advisor | Senior Vice President Investments
Doyle Passmore works in the industry of Financial Services
Doyle Passmore's colleagues are Chris Frampton, CFP®,Everett Price,Brett Sanner
Doyle Passmore's latest job experience is Financial Advisor | Senior Vice President Investments at Raymond James