Joseph Dowling, NSSA® Advisor · Frankfort, IL
Joseph Dowling
President, Dowling Financial Services & Wealth Management
Professional Profile
Joseph Dowling is a respected financial expert and President of Dowling Financial Services & Wealth Management in Frankfort, IL. With a Finance degree from Florida State University and extensive experience as an Investment Advisor Representative with Brookstone Capital Management, Joseph understands that effective financial planning hinges on managing risk and preserving capital. He takes a personalized approach to wealth management, treating clients like family and customizing investment portfolios to meet their unique goals and aspirations.
At Dowling Financial, Joseph emphasizes a holistic strategy, collaborating with trusted CPAs and attorneys to ensure all aspects of his clients' financial lives are considered. This comprehensive support allows clients to make informed decisions and achieve their financial objectives with confidence.
Joseph Dowling has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Outside of his professional life, Joseph cherishes quality time with his wife, Cherisse, and their two children, Mason and Aspen. The family enjoys traveling and creating memories together, embodying Joseph's belief in maintaining a healthy work-life balance. For anyone seeking a knowledgeable and trustworthy financial advisor in the Illinois area, Joseph Dowling is committed to helping clients navigate their financial journeys with expertise and care.
Disclosure
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Dowling Financial Services & Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The National Social Security Advisor (NSSA) certification was obtained on 06/14/2017 by completing eight hours of course work, passing a certification exam. Certificate renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.
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