Meet Your Team at The Dowling Group
You have high standards, and so do we. Our principals have been living and working here in Greenwich for decades. We are proud to live here and to help our neighbors succeed.
As our company has grown since 1979, we've been careful to hire only those special people who go beyond having solid credentials and strong moral character; quite simply, they are people you'll be comfortable talking to about anything. We honor them with great benefits, education opportunities, profit sharing, and equity potential. We want them to succeed just as much as we want you to.
We're extremely proud to reveal that our client retention rate is over 99%. What can we do for you?» I'm Interested
Founder and Chairman
Joe has over 40 years of experience in Tax, Investment Advisory and Wealth Management. Since 1979, he has worked with affluent families and business owners to develop and implement advanced income and estate tax planning strategies, prepare income tax returns, and administer trusts and estates. Joe is a licensed Certified Public Accountant in Connecticut and New Jersey. He serves as trustee and executor to Dowling Group clients and CEO to The Dowling Group. » Read more...
Sean is the second generation of the Dowling Group Wealth Management. He has been named a Top Wealth Manager of Westchester County in 2013, 2014, and 2015 by Westchester Magazine. He has over ten years’ experience in Wealth, Tax and Investment Advisory services. During his time with the Dowling Group, Sean has worked with families and business owners in Greenwich seeking personalized and effective wealth management programs. As a Certified Financial Planner™ professional and licensed investment advisor representative registered with the Securities and Exchange Commission (SEC), Sean serves as a fiduciary to all Dowling Group clients. » Read more...
Michael is the Vice President of the Wealth Management division at The Dowling Group. He is a Certified Financial Planner™ professional, having completed the Financial Planning Certificate Program at NYU in 2013. Michael specializes in Financial Planning, Tax Planning and Investment Management, and is also an appointed Notary Public. » Read more...
We're confident you'll love working with us. Let's start discussing your next steps.» Let's Talk