The Dowling Group
The Dowling Group provides comprehensive wealth advisory, income tax and asset management to individuals, families and small business. We tailor elegant strategies for creating and preserving wealth for those individuals, families and small businesses through custom solutions. The Dowling Group is an independent registered investment advisor and certified public accounting firm that works with its clients on a fee only basis. Located in Greenwich, CT since 1979 Our staff is comprised of certified public accountants, certified financial planners and enrolled agents. We utilize independent attorneys that specialize in estate, trust and business planning. We offer income tax preparation to our clients both as part of the comprehensive wealth management program and independent of the wealth management. Our insurance specialists design insurance investment strategies in coordination with the wealth advisory team. We welcome your inquiries both personal and professional.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
148
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CA
Carlton Anderson
Private Wealth Manager · Finance & Accounting
EmailPhone - JW
Juanita Wiggins
Records Specialist · Operations
EmailPhone - SM
Sean M. Dowling
President & Wealth Advisor · General Business & Management
EmailPhone - GG
Gregory Geller
Tax Manager · Finance & Accounting
EmailPhone - KM
Katherine McGroarty
Firm Administrator · Operations
EmailPhone - KC
Kristin Clark
Tax Intern · Finance & Accounting
EmailPhone - JM
Joseph M. Dowling
CEO & Chairman · Other
EmailPhone
Showing 7 of 10 verified contacts
Top roles at The Dowling Group
9 distinct titles indexed · top 9 shown.
- 1ceo & chairman
- 1firm administrator
- 1president
- 1president & wealth advisor
- 1private wealth manager
- 1records specialist
- 1tax and wealth management intern
- 1tax intern
- 1tax manager
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