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.
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 serves his clients in a fiduciary capacity as their lead tax advisor and estate planning consultant. » Read more...
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. » Read more...
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. » Read more...
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. » Read more...
We're confident you'll love working with us. Let's start discussing your next steps.» Let's Talk