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The Dowling Group Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

The Dowling Group is a financial services firm based in Greenwich, Connecticut, that provides wealth advisory, income tax, and asset management services to individuals, families, and small businesses. Its offerings are designed to create and preserve wealth through tailored, custom solutions delivered by a team that includes certified public accountants, certified financial planners, and enrolled agents, with independent attorneys contributing to estate, trust, and business planning. The firm operates as an independent registered investment advisor and a certified public accounting practice, working with clients on a fee-only basis and integrating tax preparation both within its comprehensive wealth management program and as a standalone service. Founded and located in the Greenwich area since 1979, The Dowling Group emphasizes coordinated guidance across financial, tax, and insurance strategies to support its clients’ planning and protection needs.

Find The Dowling Group employees' phone numbers or email addresses

The Dowling Group Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

The Dowling Group's Leadership

  • Stylized image of a person
    J. D.
    Chief Executive Officer And Founder
  • Stylized image of a person
    W. L.
    Managing Partner - Head Of Marketing And Business Development
  • Stylized image of a person
    P. C.
    Director Of Client Services And Marketing
  • Stylized image of a person
    Z. C.
    Staff Accountant
  • Stylized image of a person
    L. L.
    Bookkeeper

The Dowling Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from The Dowling Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. D.
    Chief Executive Officer And Founder
    Oct 23, 2024
  • Stylized image of a person
    W. L.
    Managing Partner - Head Of Marketing And Business Development
    Oct 09, 2023
  • Stylized image of a person
    P. C.
    Director Of Client Services And Marketing
    Oct 17, 2024
  • Stylized image of a person
    Z. C.
    Staff Accountant
    Oct 23, 2024
  • Stylized image of a person
    L. L.
    Bookkeeper
    Oct 22, 2024

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; 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 11 employees as of August 2026. 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 August 2026, The Dowling Group's key employees include:

  • Chief Executive Officer And Founder: J. D.
  • Managing Partner - Head Of Marketing And Business Development: W. L.
  • Director Of Client Services And Marketing: P. C.
  • Staff Accountant: Z. C.
  • Bookkeeper: L. L.

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