Sean Dowling Email & Phone Number
President and Wealth Advisor @ The Dowling Group
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Sean Dowling Location
- Greenwich, CT, US
Sean Dowling Work
- President and Wealth Advisor @ (November 2010 - Present)
- Sr. Home Loan Advisor @ Neat Capital (November 2017 - January 2019)
- Vice President - Managing Director @ (January 2008 - December 2010)
- Tax Accountant @ Joseph M. Dowling, CPA (January 2004 - October 2010)
- Financial Planner @ (January 2004 - July 2008)
Sean Dowling Education
- Sacred Heart University
CFP (Financial Planning)
2006-2008 - College for Financial Planning
Profesional Certification (Certified Financial Planner)
2006-2007 - University of Connecticut
BA (Accounting & Finance)
Sean Dowling Skills
- Asset Allocation
- Wealth Management
- Portfolio Management
- Investments
- Estate Planning
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Income Tax
- Financial Planning
- Trusts
- Retirement Income Strategies
- Risk Management
- Mortgage Lending
- Tax Compliance
- Asset Management
- Tax
- Investment Strategies
- Alternative Investments
- Inheritance Tax Planning
- Charitable Giving
- Estate Administration
- High Net Worth Individuals
- Tax Advisory
- Wealth
- Asset Protection
- Finance
- Financial Advisory
- Small Business
- Certified Financial Planner
- Estate Tax Planning
- Mutual Funds
- Wealth Management Services
- Loans
- Securities
- Microsoft Excel
- Management
- Banking
Sean Dowling Summary
- Sean Dowling, based in Greenwich, CT, US, is currently a President and Wealth Advisor at The Dowling Group. Sean Dowling brings experience from previous roles at Neat Capital, The Dowling Group and Joseph M. Dowling, CPA. Sean Dowling holds a 2006 - 2008 CFP in Financial Planning @ Sacred Heart University. With a robust skill set that includes Asset Allocation, Wealth Management, Portfolio Management, Investments, Estate Planning and more. Sean Dowling has 2 emails and 2 mobile phone numbers on RocketReach.
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