Meet Our Professionals
You have high standards, and so do we. Our principals have been living and working here in Greenwich for decades. Some of your neighbors might already be clients of ours!
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 succeed.
Joseph M. Dowling
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 serves his clients in a fiduciary capacity as their lead tax advisor and estate planning consultant.
Soon after graduating from Seton Hall University with a degree in Accounting and completing his audit apprenticeship, Joe began working for Arthur Young & Co. as a Senior Tax Accountant. After 5 years he was promoted to Senior Tax Manager and became responsible for many Fortune 500 corporate clients as well as large international trusts, partnerships and tax exempt organizations.
Joe went on to found Joseph M. Dowling, CPAs in 1979 in Old Greenwich, CT. JMD, CPAs specializes in income tax consulting for individuals, corporations, estates and trusts. As his clients’ fiduciary, he also provided Financial Planning and Investment Advisory services. Over the years the financial planning and investment advisory practice grew into a need for a full-service wealth management firm. As a result, Dowling Financial Services, Inc., Registered Investment Advisor was born in 1981. Based on the philosophy that planning is the cornerstone to success, JMD, CPAs and DFS, Inc. have continued to serve clients as The Dowling Group.
Joe has authored several published articles on advanced tax and estate planning strategies. He has been quoted in media outlets and has also been interviewed for TV, newspapers and magazines.
In his free time Joe enjoys traveling and competing in para-triathlon and other athletic competitions around the world. Joe was formerly the President of the International Wheelchair Road Racers Club (IWRRC), Chairman of Wheelchair Athletics, USA (WAUSA) and Chairman of Long Distance Racing (LDR). He is also a member of the Greenwich Aquatic Hall of Fame and the Mid Atlantic Wheelchair Athletic Association Hall of Fame. Joe is also a recipient of the Key to the City of New York and a recipient of the Rudy Giuliani Award. In his free time he enjoys training for his competitions and mentoring aspiring athletes.
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.
Sean M. Dowling
Sean is the second generation of the Dowling Group Wealth Management. 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.
A graduate of the University of Connecticut, Sean earned his Bachelor’s degree in Accounting & Finance. Sean is also a graduate of Sacred Heart University’s College for Financial Planning where he completed the Certified Financial Planner course of study. Sean holds the CFP designation as well as the Enrolled Agent (EA) credential granted by the United States Treasury.
Sean has authored several published articles on wealth management and tax planning. He has been quoted in media outlets such as MSNBC, Research Magazine, Greenwich Times, Bankrate and the Fairfield County Business Journal. He is also a frequent guest speaker on taxation and investment planning at community venues, radio and internet broadcasts. Sean was named a Top Wealth Manager in Westchester County in 2013 and 2014 by Westchester Magazine.
Sean has served for 3 years as the Treasurer on the Board of Directors for the Financial Planning Association of Fairfield County which provides pro-bono financial planning services and scholarships to those in need, as well as raising the visibility of the financial planning profession. Sean also currently serves as the Treasurer on the Board of Directors for Horizons National at Sacred Heart University. Horizons is an award winning program that provides summer learning opportunities to low income children between the grades of K through 8.
In his free time, Sean can be found on the golf course or in a swimming pool. He is a competitive golfer and swimmer who also enjoys fishing, reading and travel. Sean and his wife, Jessica, whom he met in the pool, live in Old Greenwich, CT with their daughter Brighid and son Finn.
Vice President, Wealth Management
Michael joined the Dowling Group in 2010 and has assumed various roles within the organization since then. Michael is Vice President of the Wealth Management division,specializing in Financial Planning, Tax Planning and Investment Management. Michael is also an appointed Notary Public.
Michael graduated with a BA in Economics from Eastern Connecticut State University in 2009 and is a member of Omicron Delta Epsilon Honor Society, the international honor society for economics. In 2013 Michael also completed the Financial Planning Certificate Program at New York University and will sit for the Certified Financial Planner™ exam in 2015.
In his free time, Michael enjoys exercising, volunteering with local non-profit organizations and spending time with his family and friends. In 2014 Michael was appointed to the Stamford Tax Assessment Board of Appeals by Mayor David Martin based on Michael’s work with and in the community of Stamford.
Manager, Tax & Accounting
Miriam is the Manager of the Tax and Accounting Practice at The Dowling Group. She is a licensed Certified Public Accountant and a graduate from Iona College's Hagan School of Business, where she earned her Bachelor’s Degree in Business Administration majoring in Accounting.
She has been with the firm since February of 2010 and proudly represents the firm's values while providing distinctive client service and experience. Miriam oversees all tax department projects including tax compliance, research, probate and business accounting and staff administration, all while maintaining the highest quality and efficiency of the practice. She applies her knowledge and expertise to each situation while tailoring solutions to best serve our clients.
Miriam is a long-time Stamford resident. In her free time she enjoys volunteering and many outdoor activities year round. She is an avid skier and enjoys a good book or a movie. On the winter weekends Miriam works volunteer ski patrol at Hunter Mountain in New York and in the summers she is on the water windsurfing or kayaking.
Associate, Tax & Accounting
Zachary joined our tax and accounting team at The Dowling Group’s Joseph M. Dowling, CPA in 2014. Zachary helps Dowling Group clients in maintaining tax compliance and maintaining records for their investments and businesses.
Zachary is a graduate of Iona College's Hagan School of Business, where he earned his Masters of Business Administration in Public Accounting with a certificate in International Business, finishing in August 2014. Zachary is currently preparing to take the Certified Public Accountant Exam.
When not at work Zachary enjoys watching sports and is always up for a good game of chess. He currently lives in Tuckahoe, NY.