History and Our Team

History and Our Team

 

Family

 

Brian M. Dowd, CFP® AIF®

Founder and President

Brian grew up as the youngest child of five in Long Island, NY, and moved to Simsbury, CT, in 2001 with his wife, Nicole, and their five children.
 
Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary® (AIF®) who graduated summa cum laude from Kaplan University with a BS in business administration and finance as well as a degree in electrical engineering technology from SUNY Farmingdale.

Brian started in the financial services industry in 1993 while living in New York City. He has worked for several well-known financial institutions, including Dreyfus, Fidelity, Fleet/Quick and Reilly, and Bank of America. This experience has taught him that each one of these large corporations have their own unique approach to doing business and servicing their clients. As a result, Brian has seen first-hand how each of these styles have its own sets of pros and cons.

It has always been a goal of Brian's to reach a point in his career when he can take all of his experience and knowledge to create his own firm that incorporates what he considers the best of all these worlds and allow others to benefit from what he has learned. Dowd Financial Group LLC is the realization of that vision.

Business Experience
 


Brian M. Dowd is proud to have been recognized as a Business Experience advisor for 2015 and 2016—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network®.

Nicole Dowd

Office Manager/Sales Assistant

As office manager and sales assistant, Nicole brings a perfect complement of talents to the team to offer a broader and more well-rounded client experience that we feel is second to none in the industry. Nicole has a degree in education from SUNY Farmingdale.

Our Back Office Staff at Commonwealth

Dowd Financial Group has chosen to partner with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the business, to service and support all accounts held with Dowd Financial Group. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals while helping the company serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

Local Trusted Business Partners and Outside Services

Over the years, Dowd Financial Group has developed relationships with many useful allies in the northern Connecticut area to complement the services they offer.

Hassett and George, P.C. and Drew and Mersereau, P.C. are local attorneys Dowd Financial Group works closely with to offer:

  • Creation of trust documents
  • Creation or updating of wills
  • Estate settlements
  • Creation or updating of special needs trusts
  • Real estate closings
  • Legal advice and representation for litigations and lawsuits

Erickson Sato, and Wild, LLC and Harper and Whitfield, P.C. are local Certified Public Accountants (CPAs) that Dowd Financial Group works closely with for matters regarding taxes.

If you are in need of any of these services, we can provide referrals to these and other local professionals that we have worked with successfully in the past.