Malvern, PA – Joseph W. Dowling recently joined Hoover Financial Advisors (HFA) as a financial advisor. His appointment was announced by Pete Hoover, CFP®, CEO and founder of the firm.
Prior to becoming a member of the HFA staff, Dowling operated his own business, Epiphany Wealth Partners. Before that, he was a wealth management advisor with United Capital Financial Advisors. He held similar positions with several prestigious firms, including Penn Liberty Bank Wealth Advisors and First Financial Group/Mass Mutual. He began his career as an institutional broker with Tullett Prebon in New York.
In his role as a financial advisor, he develops, manages and supports HFA client relationships. He is diligent in the research of the latest techniques, financial industry regulations as well as federal and state requirements. Dowling’s personal involvement as a business owner broadens his perception and understanding of HFA client experiences and requirements.
Dowling is a graduate of the University of Pennsylvania. His BA is in Regional Science. He holds Pennsylvania Property & Casualty Producer, Pennsylvania Life, Health & Annuity Producer and FINRA Series 65 licenses. The Northeast Philadelphia native currently resides in Erdenheim with his wife and five daughters.
HFA, which is headquartered on Moores Road in Malvern, was launched in 2005 by Pete Hoover, who has been an independent financial advisor for more than 30 years. Since its inception, HFA has quadrupled in size. Staff members include certified financial planners, financial advisors, investment analysts, insurance and tax specialists, attorneys, a certified portfolio manager, and an information services manager. In 2012, HFA was selected as Small Business of the Year by Chester County Chamber of Business & Industry. For more information, visit its website at petehoover.com or call 610.651.2777.