Keith Dowling

Keith Dowling, CFP®

Wealth Advisor

Madison, NJ

Keith specializes in providing individuals and families with comprehensive wealth management including integrated financial planning and investment strategies for growing and protecting wealth.

Prior to joining the firm in 2014, he was a wealth advisory associate at Morgan Stanley Wealth Management. Previously, Keith was a wealth planning specialist and branch office manager at UBS Financial Services.

Keith has bachelor’s degrees in finance and business management from Boston University. He has passed the Series 7, 9, 10 and 66 exams and is a CERTIFIED FINANCIAL PLANNER professional.