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 your goals, concerns, and dreams.

Our lifetime client retention rate is over 99%. How can we help you? Call 203-967-2231 or .

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Principals

Joseph M. Dowling

Joseph M. Dowling, CPA

Founder & Chairman

The Dowling Group

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.

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.

Sean M. Dowling

Sean M. Dowling, CFP®, EA

President

The Dowling Group

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.

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 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.

Executives

W. Joseph Ryan, ChFC

Managing Partner & Chief Investment Officer

The Dowling Group

Joe joined the Dowling Group in 2016 as a Managing Partner and Chief Investment Officer. Joe is responsible for overseeing the firm’s investment process, managing portfolios and working with clients to design customized investment solutions.

Prior to joining The Dowling Group, Joe was founder and CEO of WJR Financial, LLC; a registered investment advisor. Joe started WJR Financial in 2004 focusing on providing clients independent, unbiased financial advice and investment management. Prior to starting WJR Financial, Joe was a Senior Vice President at Mutual of America. Joe began his financial services career in 1998, and has spent his entire career working with individuals, families and institutions on investment management and portfolio management.

Joe graduated from Babson College, majoring in Entrepreneurial Studies with a focus on finance and investment management. He holds the Chartered Financial Consultant (ChFC) designation from The American College.

William K. Ludington

Managing Partner & Head of Business Development

The Dowling Group

William (Wim) joined the Dowling Group in 2016 as a Managing Partner and Head of New Client Introductions and Business Development. Wim is responsible for overseeing the firm’s growth, marketing, business expansion and partnership initiatives.

Prior to joining The Dowling Group, Wim served in several client relationship and management roles both on Wall Street and in the Commercial Insurance business. Wim has enjoyed stints at American International Group, Marsh & McLennan, J.P. Morgan, UBS Securities and others. Consistent themes from all these client service businesses have been that an objective understanding of a client’s needs is critical and that honesty, respect and reciprocity are the cornerstones to deep and lasting client relationships. Wim brings with him 30 years of experience in the financial services industry and a deep knowledge of the financial markets and complex insurance solutions.

Wim graduated with a BA in Economics from Denison University.

Michael Buccino, CFP®

Vice President, Wealth Management

The Dowling Group

Michael 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.

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 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.

Associates

Marta Dudyan

Office Administrator

The Dowling Group

Marta was born in Ukraine and immigrated to the United States with her family in 2001. She recently graduated from the University of Connecticut with a Bachelor’s of Science in Business Administration and is a member of Alpha Lambda Delta, a national academic honor society. Before joining The Dowling Group as an office administrator in July 2016, she worked at IBM and Wells Fargo. Marta and her husband are actively involved in the Ukrainian community in Stamford, Connecticut.

Chris Docimo

Junior Analyst

The Dowling Group

Chris joined the Dowling Group in 2015 after completing a three month internship program with the firm and is currently a Junior Analyst in the Wealth Management division. He is a licensed Investment Adviser Representative specializing in investment management and operational support. Chris holds a BA in Economics from the University of Connecticut, from which he graduated cum laude in 2014. He is a Level II Candidate in the CFA Program and will sit for the exam in 2017.

Jason D. Morilla

Staff Accountant

The Dowling Group

Jason earned his Masters of Science in Accounting from the University of Connecticut. Jason enjoyed studying a broad range of accounting topics at UConn, including accounting for nonprofits and taxation of governmental entities. At the Dowling Group, he specializes in tax preparation and the analysis of financial statements. In his free time Jason enjoys competing in golf tournaments throughout the tri-state area.

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