Keith Dowling, CFP®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Keith provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth. Prior to joining the firm in 2014, he was a wealth advisory associate at Morgan Stanley Wealth Management. Prior to that, he 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.
Keith volunteers time with Habitat for Humanity and Children’s Aid Society. He likes to cheer for the Yankees and Giants and enjoys running, swimming and playing golf.