Broker Check
<strong>Joseph J. Dankowski, MBA, CFP&#174;</strong>

Joseph J. Dankowski, MBA, CFP®

Senior Vice President
Executive Plaza III
11350 McCormick Road Suite 202
Hunt Valley, MD  21031
Office: 410-828-5400 Ext. 4163
Fax: 410-832-4292
joseph.dankowski@ffgadvisors.com

Joseph Dankowski, is a CERTIFIED FINANCIAL PLANNER™ (CFP) with the First Financial Group, one the largest independent financial services firms in the Mid Atlantic region.

He leads a financial planning practice that assists corporate executives, entrepreneurs, physicians, business owners, and their families to develop and implement coordinated wealth management and financial strategies. Concurrent to his role as a CERTIFIED FINANCIAL PLANNER™, Joseph is also Senior Vice President of the First Financial Group and is accountable for the firm’s growth, product distribution, revenue, and risk management.

Previously, Joseph led the financial planning and wealth management division for Ameriprise Financial in Baltimore, Maryland and the Washington D.C. metro area. There he led 40 financial advisors and staff. He resides with his wife, Desiree, sons, Tripp,Dash and Jett, and dog, Bogart in Phoenix, MD. He enjoys fitness, cooking, golf, real estate, skiing in the winter and beach activities in the summer.

BUSINESS VALUES & EXPERTISE

Strategic Financial Planning: He has an open architecture approach that allows him the ability to offer high quality and objective advice, to address the unique needs of his clients. He helps each client to define and develop clear objectives, and to design a tailored strategy to help build, manage and preserve their wealth.

Investment Management and Tax Efficiency: Design and manage tailored investment portfolios and strategies for clients, utilizing both strategic and tactical asset allocation models. Combining core, opportunity, and alternative asset classes to provide risk reduction and tax efficiency.

Risk Management: Provides financial analysis and strategies to minimize various risks in a client’s financial plan. Delivers advanced planning techniques and wealth preservation strategies.

Financial Management & Leadership Activities: Managed regional growth for two companies providing direct supervision and mentoring. He has trained several hundred financial advisors on all aspects of operating a wealth management practice. He is responsible for full P/L management, revenue growth, and distribution.

LICENSES AND CERTIFICATIONS

  • Certified Financial Planner
  • Series 7, 66, 24, 9, 10
  • Life and Health

EDUCATION

  • Master of Business Administration – Robert H. Smith School, University of Maryland
  • Bachelor’s Degree, Health Policy & Management / Economics– Providence College

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Joe.

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AREAS OF COMMAND:

Strategic Financial Planning

Investment Management

Tax Strategies

Wealth Building and Preservation

Risk Management

Leadership and Financial Management

Business Strategies

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 7101 Wisconsin Ave Ste 1200, Bethesda, MD 20814 301-907-9030.Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian.

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