The Dowling Group Employee Directory

Financial ServicesUnited States11-50 Employees

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.

Find The Dowling Group employees' phone numbers or email addresses

The Dowling Group Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

The Dowling Group's Leadership

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    B. F.
    Chief Executive Officer
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    J. M. D.
    Ceo & Chairman
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    J. D.
    Chief Executive Officer And Founder
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    S. M. D.
    President & Wealth Advisor
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    P. C.
    Director Of Client Services And Marketing
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    C. A.
    Private Wealth Manager
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    G. G.
    Tax Manager
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  • Stylized image of a person
    M. R.
    Office Manager
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Contact profiles from The Dowling Group

Name
Title
Contact Info
Location
Last Update
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    B. F.
    Chief Executive Officer
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    United StatesDistrict of Columbia
    Oct 25, 2025
  • Stylized image of a person
    S. M. D.
    President & Wealth Advisor
    Phone icon
    United StatesConnecticut
    Nov 13, 2025
  • Stylized image of a person
    J. M. D.
    Ceo & Chairman
    Phone icon
    United StatesConnecticut
    Oct 22, 2025
  • Stylized image of a person
    J. D.
    Chief Executive Officer And Founder
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    P. C.
    Director Of Client Services And Marketing
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. A.
    Private Wealth Manager
    Phone icon
    United StatesConnecticut
    Oct 22, 2025
  • Stylized image of a person
    G. G.
    Tax Manager
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    United StatesNew York
    Jul 20, 2025
  • Stylized image of a person
    M. R.
    Office Manager
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    United StatesFlorida
    Feb 02, 2024
  • Stylized image of a person
    J. M.
    Associate
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    United StatesNew York
    Sep 09, 2025
  • Stylized image of a person
    K. M.
    Firm Administrator
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    United StatesConnecticut
    Nov 12, 2025

Frequently Asked Questions

What is The Dowling Group known for?

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The Dowling Group was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 1171 E Putnam Avenue, Suite 1B Greenwich, CT 06878, US; you can contact the main corporate office by phone at . Explore The Dowling Group's company overview page for more information.

What is The Dowling Group's most common email format?

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The Dowling Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Dowling Group email formats with LeadIQ.

How many employees does The Dowling Group have currently?

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The Dowling Group has approximately 15 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are The Dowling Group's key employees and leadership?

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As of October 2025, The Dowling Group's key employees include:

  • Chief Executive Officer: B. F.
  • Ceo & Chairman: J. M. D.
  • Chief Executive Officer And Founder: J. D.
  • President & Wealth Advisor: S. M. D.
  • Director Of Client Services And Marketing: P. C.

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