Keith Dowling, CFP^®

Designations and licenses

Keith is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Keith oversees a team that serves high-net-worth and ultra-high-net-worth families. His work integrates each family’s tax, estate, philanthropic and cash flow planning with their investment portfolio, ensuring that both investment and service offerings meet all client needs and maintain high standards.

Prior to joining the firm, Keith spent nearly a decade at Morgan Stanley and UBS, serving as a wealth planning specialist and branch office manager.

Keith has a bachelor’s degree in management and finance from Boston University.

Keith’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.