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Jim Dowling Msfs, Cfp, Cap Email & Phone Number

Partner, Founder at Altium Wealth at Altium Wealth
Location: Purchase, New York, United States 6 work roles 3 schools
1 work email found @altiumwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@altiumwealth.com
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Current company
Altium Wealth
Role
Partner, Founder at Altium Wealth
Location
Purchase, New York, United States
Company size
42 employees

Who is Jim Dowling Msfs, Cfp, Cap? Overview

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Quick answer

Jim Dowling Msfs, Cfp, Cap is listed as Partner, Founder at Altium Wealth at Altium Wealth, a company with 42 employees, based in Purchase, New York, United States. AeroLeads shows a work email signal at altiumwealth.com and a matched LinkedIn profile for Jim Dowling Msfs, Cfp, Cap.

Jim Dowling Msfs, Cfp, Cap previously worked as Partner, Founder at Altium Wealth and Managing Partner at Altium Wealth. Jim Dowling Msfs, Cfp, Cap holds Masters Degree, Financial Services from The American College.

Company email context

Email format at Altium Wealth

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*@altiumwealth.com
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AeroLeads found 1 current-domain work email signal for Jim Dowling Msfs, Cfp, Cap. Compare company email patterns before reaching out.

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Profile bio

About Jim Dowling Msfs, Cfp, Cap

Specialties: Working with ultra high net worth individuals to coordinate and simplify the otherwise complex areas of estate planning, investment advising, insurance planning, and tax planning into one cohesive plan.For additional information and disclosures please visit: AltiumWealth.com

Listed skills include Wealth Management, Estate Planning, Retirement Planning, Investments, and 1 others.

Current workplace

Jim Dowling Msfs, Cfp, Cap's current company

Company context helps verify the profile and gives searchers a useful next step.

Altium Wealth
Altium Wealth
Partner, Founder at Altium Wealth
purchase, new york, united states
Website
altiumwealth.com
Employees
42
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Company profile
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6 roles · 25 years

Jim Dowling Msfs, Cfp, Cap work experience

A career timeline built from the work history available for this profile.

Partner, Founder

Current
Altium Wealth

United States

Apr 2022 - Present

Managing Partner

Altium Wealth

Purchase, New York, United States

Apr 2020 - Apr 2022

Director

Opus Advisory Group, Llc

Purchase, NY

2002 - 2010 ~8 yrs

Advisor

Commonwealth Financial Group

Boston, MA

2001 - 2002 ~1 yr
Team & coworkers

Colleagues at Altium Wealth

Other employees you can reach at altiumwealth.com. View company contacts for 42 employees →

AD Anna Decina Anna Decina Colleague at Altium Wealth Purchase, New York, United States, United States View → DC Dylan Curran Dylan Curran Colleague at Altium Wealth Norwalk, Connecticut, United States, United States View → AM Alex Mackey Alex Mackey Colleague at Altium Wealth Hopewell Junction, New York, United States, United States View → MB Mitchell Brill, Jd, Msfs, Cfp, Cap Mitchell Brill, Jd, Msfs, Cfp, Cap Colleague at Altium Wealth Purchase, New York, United States, United States View → JM Jean Marie Connolly Jean Marie Connolly Colleague at Altium Wealth New York City Metropolitan Area, United States View → DT Donna Tumillo Donna Tumillo Colleague at Altium Wealth Danbury, Connecticut, United States, United States View → RF Regan F. Regan F. Colleague at Altium Wealth New York City Metropolitan Area, United States View → GS Greg Slater, Cfa, Cfp®, Cipm® Greg Slater, Cfa, Cfp®, Cipm® Colleague at Altium Wealth New York, New York, United States, United States View → SM Shameka Miller Shameka Miller Colleague at Altium Wealth New York City Metropolitan Area, United States View → AC Anthony Croce, Cfp® Anthony Croce, Cfp® Colleague at Altium Wealth Purchase, New York, United States, United States View →
3 education records

Jim Dowling Msfs, Cfp, Cap education

Education record

John Jay High School
FAQ

Frequently asked questions about Jim Dowling Msfs, Cfp, Cap

Quick answers generated from the profile data available on this page.

What company does Jim Dowling Msfs, Cfp, Cap work for?

Jim Dowling Msfs, Cfp, Cap works for Altium Wealth.

What is Jim Dowling Msfs, Cfp, Cap's role at Altium Wealth?

Jim Dowling Msfs, Cfp, Cap is listed as Partner, Founder at Altium Wealth at Altium Wealth.

What is Jim Dowling Msfs, Cfp, Cap's email address?

AeroLeads has found 1 work email signal at @altiumwealth.com for Jim Dowling Msfs, Cfp, Cap at Altium Wealth.

Where is Jim Dowling Msfs, Cfp, Cap based?

Jim Dowling Msfs, Cfp, Cap is based in Purchase, New York, United States while working with Altium Wealth.

What companies has Jim Dowling Msfs, Cfp, Cap worked for?

Jim Dowling Msfs, Cfp, Cap has worked for Altium Wealth, Altium Wealth Management, Llc, Life Plan Alliance, Opus Advisory Group, Llc, and Commonwealth Financial Group.

Who are Jim Dowling Msfs, Cfp, Cap's colleagues at Altium Wealth?

Jim Dowling Msfs, Cfp, Cap's colleagues at Altium Wealth include Anna Decina, Dylan Curran, Alex Mackey, Mitchell Brill, Jd, Msfs, Cfp, Cap, and Jean Marie Connolly.

How can I contact Jim Dowling Msfs, Cfp, Cap?

You can use AeroLeads to view verified contact signals for Jim Dowling Msfs, Cfp, Cap at Altium Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jim Dowling Msfs, Cfp, Cap attend?

Jim Dowling Msfs, Cfp, Cap holds Masters Degree, Financial Services from The American College.

What skills is Jim Dowling Msfs, Cfp, Cap known for?

Jim Dowling Msfs, Cfp, Cap is listed with skills including Wealth Management, Estate Planning, Retirement Planning, Investments, and Strategic Financial Planning.

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