After dedicating almost 30 years to helping individuals and businesses meet their financial goals and objectives, Carlton Anderson has become a veteran of the finance industry. As a private wealth manager for The Dowling Group, his services include retirement planning, cash management, education planning, asset allocation, disability and life insurance, and estate planning. Many of Carlton’s clients require sophisticated strategies and private wealth management services with an institutional process in order to solidify their long-term objectives. However, Carlton has always prided himself on being able to utilize his business development skills and financial expertise to provide clients with the best customer service experience possible.
Carlton began his career in finance in 1993 at Lehman Brothers where he advanced into trading mortgage securities and institutional sales. From there, he went on to hold numerous other professional roles including institutional equity sales associate at Goldman Sachs, managing director at Charles Schwab, senior financial advisor at Northwestern Mutual, financial advisor at Barnum Financial Group, vice president of investment at Janney Montgomery Scott, and financial planning specialist at Newman and Associates.
In January 2020, Carlton joined The Dowling Group whose open architecture allows the firm to do any investments clients like without restriction. However, Carlton’s role as a private wealth advisor does come along with multiple responsibilities. Each day, he recruits new clients through referrals and holds meetings with existing clientele to keep them updated on the market and to advise them on how to manage their investment portfolios. “Whether a family’s needs involve wealth preservation, assistance with philanthropic efforts, or help educating members on how to implement the family’s values within the framework of their business, my job is to address the financial challenges that are hampering them from achieving their goals while also maintaining a high level of discretion and privacy,” explains Carlton. He strives to provide a level of service normally reserved for those with over $100 million in investable assets for those with $1 million to $30 million in investable assets.
Headquartered in Greenwich, Connecticut, The Dowling Group was founded by Joe Dowling as a certified public accountant practice in 1979. A few years later, in 1984, the firm also became an independent registered investment advisor, which continues to work with clients on a fee only basis. Today, Joe remains on the Dowling team as principal and chairman while his son, Sean, serves as the second-generation president. The staff, comprised of certified public accountants, financial planners, and enrolled agents, works together to provide comprehensive wealth advisory, income tax, and asset management to individuals, families, and small businesses. Together, they tailor elegant strategies for creating and preserving the wealth of their clients through custom solutions.
Private Wealth Manager
The Dowling Group
1171 East Putnam Avenue
Greenwich, Connecticut 06878
Fax: (203) 327-7999