Sean M. Dowling, Cfp®, Ea

Sean M. Dowling, Cfp®, Ea Email and Phone Number

President and Wealth Advisor @ The Dowling Group
Greenwich, CT, US
Sean M. Dowling, Cfp®, Ea's Location
Old Greenwich, Connecticut, United States, United States
Sean M. Dowling, Cfp®, Ea's Contact Details

Sean M. Dowling, Cfp®, Ea work email

Sean M. Dowling, Cfp®, Ea personal email

About Sean M. Dowling, Cfp®, Ea

The Dowling Group is a full service CPA Wealth Management firm. We provide advisory across income tax, financial planning, investment management, estate planning and business planning. We are organized as both a CPA firm and an independent registered investment adviser. Our internal team designs and implements integrated income tax, estate planning and investment strategies for sophisticated clients. The Dowling Group provides true comprehensive and fiduciary wealth management under one roof to ensure the coordination and simplification of our client's entire financial life. Services: Comprehensive Wealth Planning and Management. Tax preparation, compliance and planning. Investment planning. Investment Management, Risk management. Estate and Trust Planning. Trustee Services. Family Office Services.

Sean M. Dowling, Cfp®, Ea's Current Company Details
The Dowling Group

The Dowling Group

View
President and Wealth Advisor
Greenwich, CT, US
Website:
thedowlinggroup.com
Employees:
14
Sean M. Dowling, Cfp®, Ea Work Experience Details
  • The Dowling Group
    President And Wealth Advisor
    The Dowling Group
    Greenwich, Ct, Us
    View
  • The Dowling Group
    President & Wealth Advisor
    The Dowling Group Nov 2010 - Present
    Greenwich, Ct, Us
    Comprehensive wealth management including investment, income tax and estate planning for individuals, families and business owners.
    View
  • The Dowling Group
    Vice President - Managing Director
    The Dowling Group Jan 2008 - Dec 2010
    Greenwich, Ct, Us
    Wealth Management, Investment and Tax Planning for Individuals, Families and Small Businesses.
    View
  • The Dowling Group
    Financial Planner
    The Dowling Group Jan 2004 - Jul 2008
    Greenwich, Ct, Us
    Wealth Management, Investment and Tax Planning for Individuals, Families and Small Businesses.
    View
  • Neat Capital
    Sr. Home Loan Advisor
    Neat Capital Nov 2017 - Jan 2019
  • Joseph M. Dowling, Cpa
    Tax Accountant
    Joseph M. Dowling, Cpa Jan 2004 - Oct 2010
    Income, Trust and Estate Tax Preparation. Probate accounting and family office accounting. Personal and business tax planning and return preparation.

Sean M. Dowling, Cfp®, Ea Skills

Wealth Management Estate Planning Investments Investment Strategies Financial Planning Wealth Finance Strategic Financial Planning Tax Financial Advisory Portfolio Management Estate Tax Planning Trusts Mutual Funds Wealth Management Services Asset Allocation Retirement Planning Risk Management Small Business Income Tax Securities Investment Advisory Asset Management High Net Worth Individuals Certified Financial Planner Alternative Investments Loans Estate Administration Tax Advisory Asset Protection Retirement Income Strategies Mortgage Lending Tax Compliance Inheritance Tax Planning Charitable Giving

Sean M. Dowling, Cfp®, Ea Education Details

  • Sacred Heart University
    Sacred Heart University
    Financial Planning
  • College For Financial Planning
    College For Financial Planning
    Certified Financial Planner
  • University Of Connecticut
    University Of Connecticut
    Accounting & Finance

Frequently Asked Questions about Sean M. Dowling, Cfp®, Ea

What company does Sean M. Dowling, Cfp®, Ea work for?

Sean M. Dowling, Cfp®, Ea works for The Dowling Group

What is Sean M. Dowling, Cfp®, Ea's role at the current company?

Sean M. Dowling, Cfp®, Ea's current role is President and Wealth Advisor.

What is Sean M. Dowling, Cfp®, Ea's email address?

Sean M. Dowling, Cfp®, Ea's email address is do****@****aol.com

What is Sean M. Dowling, Cfp®, Ea's direct phone number?

Sean M. Dowling, Cfp®, Ea's direct phone number is +120356*****

What schools did Sean M. Dowling, Cfp®, Ea attend?

Sean M. Dowling, Cfp®, Ea attended Sacred Heart University, College For Financial Planning, University Of Connecticut.

What are some of Sean M. Dowling, Cfp®, Ea's interests?

Sean M. Dowling, Cfp®, Ea has interest in Skiing, Triathlons, Cycling, Surfing, Running, Swimming, Golf, Diving, Fishing.

What skills is Sean M. Dowling, Cfp®, Ea known for?

Sean M. Dowling, Cfp®, Ea has skills like Wealth Management, Estate Planning, Investments, Investment Strategies, Financial Planning, Wealth, Finance, Strategic Financial Planning, Tax, Financial Advisory, Portfolio Management, Estate Tax Planning.

Who are Sean M. Dowling, Cfp®, Ea's colleagues?

Sean M. Dowling, Cfp®, Ea's colleagues are Joseph M. Dowling, Cpa, Joseph M Dowling, Joseph Manno, Gregory Geller.

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