Meet Your Team at The Dowling Group
You have high standards, and so do we. Our principals have been living and working here in Greenwich for decades. We are proud to live here and to help our neighbors succeed. As our company has grown since 1979, we've been careful to hire only those special people who go beyond having solid credentials and strong moral character; quite simply, they are people you'll be comfortable talking to about your goals, concerns, and dreams.
Joseph M. Dowling, CPA
Founder & Chairman
The Dowling Group
Joe has over 40 years of experience in Tax, Investment Advisory and Wealth Management. Since 1979, he has worked with affluent families and business owners to develop and implement advanced income and estate tax planning strategies, prepare income tax returns, and administer trusts and estates. Joe is a licensed Certified Public Accountant in Connecticut and New Jersey. He serves as trustee and executor to Dowling Group clients.
Soon after graduating from Seton Hall University with a degree in Accounting and completing his audit apprenticeship, Joe began working for Arthur Young & Co. as a Senior Tax Accountant. After 5 years he was promoted to Senior Tax Manager and became responsible for many Fortune 500 corporate clients as well as large international trusts, partnerships and tax exempt organizations.
Joe went on to found Joseph M. Dowling, CPAs in 1979 in Old Greenwich, CT. JMD, CPAs specializes in income tax consulting for individuals, corporations, estates and trusts. As his clients’ fiduciary, he also provided Financial Planning and Investment Advisory services. Over the years the financial planning and investment advisory practice grew into a need for a full-service wealth management firm. As a result, Dowling Financial Services, Inc., Registered Investment Advisor was born in 1981, based on the philosophy that planning is the cornerstone to success.
Joe has authored several published articles on advanced tax and estate planning strategies. He has been quoted in media outlets and has also been interviewed for TV, newspapers and magazines.
In his free time Joe enjoys traveling and competing in para-triathlon and other athletic competitions around the world. Joe was formerly the President of the International Wheelchair Road Racers Club (IWRRC), Chairman of Wheelchair Athletics, USA (WAUSA) and Chairman of Long Distance Racing (LDR). He is also a member of the Greenwich Aquatic Hall of Fame and the Mid Atlantic Wheelchair Athletic Association Hall of Fame. Joe is also a recipient of the Key to the City of New York and a recipient of the Rudy Giuliani Award. In his free time he enjoys training for his competitions and mentoring aspiring athletes.
Sean M. Dowling, CFP®, EA
The Dowling Group
Sean is the second generation of the Dowling Group Wealth Management. He has been named a Top Wealth Manager of Westchester County each year since 2013 by Westchester Magazine. He has over fifteen years’ experience in Wealth, Tax and Investment Advisory services. During his time with the Dowling Group, Sean has worked with families and business owners in Greenwich seeking personalized and effective wealth management programs. As a Certified Financial Planner® professional and licensed investment advisor representative registered with the Securities and Exchange Commission (SEC), Sean serves as a fiduciary to all Dowling Group clients.
A graduate of the University of Connecticut, Sean earned his Bachelor’s degree in Accounting & Finance. Sean is also a graduate of Sacred Heart University’s College for Financial Planning where he completed the Certified Financial Planner course of study. Sean holds the CFP designation as well as the Enrolled Agent (EA) credential granted by the United States Treasury.
Sean has authored several published articles on wealth management and tax planning. He has been quoted in media outlets such as MSNBC, Research Magazine, Greenwich Times, Bankrate and the Fairfield County Business Journal. He is also a frequent guest speaker on taxation and investment planning at community venues, radio and internet broadcasts.
Sean has served as Treasurer for the Financial Planning Association of Fairfield County which provides pro-bono financial planning services and scholarships to those in need, as well as raising the visibility of the financial planning profession. He has also served as the Treasurer for Horizons National at Sacred Heart University. Horizons is an award winning program that provides summer learning opportunities to low income children between the grades of K through 8. In addition to functioning as Treasurer, Sean has served as Co- Chair to the Kids in Crisis Golf fundraiser and Greenwich Town Golf Tournament title sponsor.
In his free time, Sean can be found on the golf course or in a swimming pool. He is a competitive golfer and swimmer who also enjoys fishing, reading and travel. Sean and his wife, Jessica, whom he met in the pool, live in Old Greenwich, CT with their daughter Brighid and son Finn.
Carlton E. Anderson II
Private Wealth Manager
The Dowling Group
Carl has built his advisory practice at major institutions over his 25-year career including time at Goldman Sachs, Charles Schwab, and Lehman Brothers. His philosophy to put client’s interests first is why The Dowling Group is a good fit for Carl to continue his practice.
Carl had been in financial services for over 25 years, but he’s really been exposed to the business his entire life. Carl’s father had been a broker since 1971, selling municipal bonds which helped build Manhattan’s infrastructure and bridges. Carl recalls dinner conversations centered on money and stability. These family discussions built the foundation for Carl’s vision: hard work and financial independence will yield a secure future.
Carl’s experience has led him to focus on estate planning, risk management and wealth accumulation. His clients describe him as hardworking, honest, and dedicated with a genuine sense of caring about their well-being. Carl’s practice continues to expand due to grateful clients who refer family and friends.
Carl is a registered representative of The Dowling Group and operates as a fiduciary to The Dowling Group’s clients. He holds his industry licenses through the Securities and Exchange Commission, holds Series 7, 55, 63, and 65 securities registrations, and is licensed to sell life and health insurance.
Carl graduated from the University of New Hampshire in 1993, where he was a member of the Rugby team. His hobbies include sailing, lacrosse, running, hockey, and skiing. He lives in Greenwich with his wife and two children and is an active member of the community. Two of his favorite leisure activities are coaching his children’s sports teams and serving as the vice president of the Greenwich Business Club.
Walter M. Primoff, CPA/PFS, CGMA
The Dowling Group
Walter is a past Deputy Executive Director of the New York State Society of CPAs and is an authority on the building and management of successful CPA firms. At the Society, he was instrumental in the development and passage of New York’s LLC/LLP laws. Connecticut and other states used the New York findings to enact their LLC statutes. Walter also oversaw the creation of Luca Online, one of the nation’s first large intranets, developed to serve the Society’s 30,000 members.
Walt grew up inside his family’s CPA firm, where he advised successful business owners in many industries and served the full range of middle income through ultra-high-net-worth clients. A frequent speaker and writer, he received both the CPA Journal’s prestigious Max Block Award and Tax Advisor magazine’s “Article of the Year” award and is a resource to both general and technical publications.
Walter resides in Cos Cob with his wife Margaret. He serves on the boards of New York City’s Washington Square Music Festival, UJA/Federation of Greenwich, Mamaroneck’s Sarah Neuman Center for Health and Rehabilitation, and the Margaret Neubart Foundation, for which he is Managing Trustee.
Antonio Jaramillo, MSM, EA
The Dowling Group
Antonio is an Economist with a Master in Business from the Arthur D. Little School of Management in Cambridge, MA and postgraduate studies in Management at RVB (Maastricht School of Management), The Netherlands. He has served as both a Corporate Banker and a Personal Banker with Citigroup Latin America. He was also a Series 7 representative and Investment Advisor (IA) working for AXA Advisors, New York Life Insurance, and Citibank.
Antonio is an Enrolled Agent (EA) with over sixteen years of professional tax prep expertise. Over that time he has also represented clients in front of tax authorities and has developed deep knowledge of the particular issues that affect clients living abroad or with other international concerns. He takes great satisfaction in helping clients minimize their tax burden while staying true to the ever-more-complex tax code.
Antonio lives in Westport with his wife and lovely twin daughters. He enjoys outdoor activities, in particular cycling and tennis.
The Dowling Group
At The Dowling Group, Stephen focuses on investment management, client servicing, and operational support. He is a licensed Investment Advisor Representative registered with the Securities and Exchange Commission (Series 66), holds a Series 7, and a Connecticut health/life insurance license. Prior to The Dowling Group, Stephen worked as a banker at Key Bank and TD, and as a financial advisor associate at Morgan Stanley. Stephen studied psychology with a concentration in politics at Stony Brook University and interned for the United States House of Representatives in 2009. Stephen is a Chartered Financial Analyst (CFA) candidate.
In his free time, Stephen enjoys traveling and is involved with several civic organizations in Greenwich and throughout Connecticut. He has also volunteered time to the Greenwich Youth Football League serving as a USA Football certified coach. Stephen and his wife Allison live in Old Greenwich with their daughter Rosalie.
The Dowling Group
Katie uses her organizational skills to ensure smooth operations in our busy office. She assists in the development and implementation of the firm’s policies and procedures; manages workflow, ensuring deadlines are met and programs are completed accordingly; and is responsible for scheduling, billing and office maintenance. Katie enjoys the ongoing opportunity to learn, grow and fulfill a variety of essential needs at The Dowling Group.
Katie graduated from Eastern Connecticut State University with a BA in English in 2012. She recently moved back to Connecticut after living in Los Angeles, where she worked at a private equity firm. In her spare time she enjoys cooking, working on her food blog, hiking and traveling with her husband, Jack.
The Dowling Group
Mackenzie started out as a Tax Intern in February 2021 where she prepared individual’s returns and collaborated with our Tax Consultants to get a better understanding of the tax software, tax language, and how the current issues regarding COVID-19 have affected the tax world. She also assisted in gathering information and organizing client documents. During the internship, she expanded her knowledge of tax compliance, and starting in August, she will be joining our team as an Associate.
Mackenzie graduated from Sacred Heart University with a BA in Accounting in 2021. She has also been accepted into the Masters of Science in Accounting program at Sacred Heart University, where she will further her education and reach 150-credits to sit for her CPA. She is an alumni for the Theta Rho chapter of Alpha Delta Pi and is looking to stay connected to her sorority through various philanthropic events. Mackenzie is excited to be moving to Stamford, CT with her friends from college. In her free time, Mackenzie enjoys baking, running, traveling, and hanging out with her friends and family.
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