Thomas M. Dowling,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas M. Dowling, CFP®

CFA, CIMA®

Head of Wealth Management

Alliance Global Partners

1000 William Hilton Pkwy, Unit C5
Hilton Head, SC 29928
FINANCIAL ADVISOR'S WEBSITE
(843) 420-1993 CONNECT WITH Thomas
  • linkedin link

General

Thomas Dowling is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alliance Global Partners in Hilton Head, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)
  • Other - Chartered Retirement Plans Specialist (CRPS), Certified College Planning Specialist (CPPS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Succession Planning

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Helpful Financial Planning Resources