Experience Makes all the difference

We help our client's transition from earning a living to living on their earnings. Our priority is to help ensure a continued and comfortable lifestyle by managing risk so they do not outlive their money. We specialize in working with individuals who are in the process of retiring. We assist our clients in making the right decisions to create a financial plan which include the investment strategies that will help them achieve their long term goals. Our combined experience and expertise enables us to manage risk and guide our clients during challenging economic and market conditions.

Susan M. Dowling, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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860-437-2009

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Susan's career as a financial advisor began in 1983 when she joined PaineWebber, prior to the merger with UBS Financial Services Inc.  In 1987 she received her Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards. As a part of the Adeletti & Dowling Financial Group, her team works with high net worth clients and not-for-profit organizations to provide financial advice and expertise to help them achieve their financial goals.  Susan holds Series 7, 63, 65 securities licenses and Life, Health and Long-Term Care licenses.  She received her A.S. Degree from Endicott College and a B.S. Degree in Business Administration from the University of New Haven, cum laude.

Susan volunteers on and has been appointed to Boards and Commissions in her Community.  In addition, she has been a member of the Alumni Council and Advisory Board to the President of Endicott College since 2013.  Susan has been a licensed foster parent through the Dept. of Children and Families in Connecticut since 2005.             

 


Registered States:
AK, AZ, CT, FL, GA, MA, ME, MI, NC, NH, OH, RI, SC, TX, VA, WI, WV

Stephen J. Adeletti

Vice President - Wealth Management
860-437-2005

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Steve began his career as an advisor in the financial services industry with IDS Financial Services in 1986. In 1987 he joined PaineWebber Inc., prior to the merger with UBS Financial Services Inc. and has over 30 years of experience helping clients achieve their financial goals. As a part of the Adeletti & Dowling Financial Group, Steve and his team work closely with high net-worth individuals, corporations and not-for-profit organizations in order to define each client's objectives and structure portfolios aimed to meet those needs.    

Steve holds a Series 7, 63 and 65 securities licenses as well as Life and Health licenses. He attended the University of Massachusetts/Amherst and American International College earning a B.S. degree in Business Administration- cum laude. When outside the office, Steve is an active participant in his community, volunteering his time to Little League Baseball, Boy Scouts of America and various Nature Conservancy groups.

 


Registered States:
AK, AZ, CT, FL, MA, ME, NH, NY, OH, PA, RI, TX, WV