Thomas M. Dowling CFA, CFP^®, CIMA^®

Head of Wealth Management

Thomas M. Dowling CFA, CFP^®, CIMA^®, is Head of Wealth Management at A.G.P.

Thomas has over 25 years of experience in the financial services industry, all of which have been in Wealth Management. In his career, Thomas has directed the East Coast expansion of a publicly-traded Investment Banking firm and was Vice President and Senior Advisor of a regional Investment Advisory organization. He was a member of each firm’s Chairman’s Council and President’s Circle. Shortly thereafter, he had founded Quadstar Capital Advisors, which provides Advisory Services to Ultra-High Net Worth clients.

Thomas has been featured in various publications and has been a guest speaker at various financial organizations such as the Evelyn Brust Financial Research and Education Foundation and the South Carolina Business Review. He has also been a volunteer for The Dale Carnegie Training Institute, which helps people develop leadership, communication and public speaking skills. Additionally, he is the founder and chairman of The Resource Group, which is a forum that allows business owners to collaborate in order to help each other gain insight and knowledge to better run their businesses.

Thomas received his BS in Business Administration with a minor in Finance from the State University of New York and completed the graduate-level Certified Investment Management Analyst program (CIMA^®) held in conjunction with The Wharton School, University of Pennsylvania. Thomas also holds both the Chartered Financial Analyst^® designation (CFA^®), as well as the CERTIFIED FINANCIAL PLANNER^TM certification (CFP^®). Furthermore, he is also a Chartered Retirement Plans Specialist^SM, CRPS^®, Certified Exit Planning Advisor (CEPA) and a Certified Value Growth Advisor (CVGA).