Meet the Team Behind Our Success
With Scott and Tim at the helm, you’re in trusted hands every step of the way. They bring decades of experience, tailored strategies, and a personal touch to help you achieve your financial goals.
Scott Doyle
– President
Scott Doyle brings over 25 years of expertise as an Investment Advisor Representative. He’s held various roles across the financial industry, gaining a deep understanding of investment strategies, insurance protection, and client care.
Scott’s approach is simple yet powerful: secure your financial safety net first, then craft a plan tailored to your goals. From brokerage accounts to retirement planning, Medicare insurance, and college savings, his comprehensive services are designed to fit your unique needs.
Scott’s genuine listening skills and attention to detail ensure that every financial plan feels as personal as it is practical. Assisted by a dedicated team of specialists, Scott strives to build long-term relationships through exceptional service and a heartfelt commitment to helping clients succeed.
- Phone: (973) 548-8080
- Fax: (844)348-1881
- E-mail: s.doyle@shieldcapital.net
Timothy Davis
– Co-Founder and Vice President
Timothy Davis combines a solid foundation in economics, honed at Columbia University, with years of experience helping clients navigate income strategies and wealth management. Whether it’s guiding business owners through retirement planning or advising on estate management, Tim’s focus is always on his client’s long-term success.
A firm believer in the power of compound interest, Tim’s passion lies in educating others about smart investment strategies. His ability to simplify complex concepts has earned him the trust of his clients and the admiration of his peers. When he’s not crafting financial roadmaps, Tim enjoys a good book, a strategic chess match, or relaxing with his favorite shows.
- Phone: (973) 548-8064
- Fax: 844-348-1881
- E-mail: t.davis@shieldcapital.net
