Your life. Your wealth. Your future.

Pursue what matters most

Dolce Group

A planning-based approach to help you meet your goals

At The Dolce Group, we know that there's more to building the future you want for yourself and your family than just managing your stocks and bonds. It requires a comprehensive approach to wealth management that considers every aspect of your life. That's why we focus on developing a relationship with you that encompasses the major aspects of your financial life:

  • Asset allocation
  • Statement of net worth
  • Education funding
  • Liabilities
  • Retirement planning
  • Tax situation
  • Estate planning
  • Insurance assessment

You may not need advice on these areas all at once, but as each may play a significant role at some point in your life, it's important to align yourself with a team that has the experience and expertise to advise you every step of the way. By working closely with you and coordinating with your tax, legal and insurance advisors, we make sure you have the guidance you need to plan ahead with confidence.

Globe

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Donn Dolce

    Donn Dolce

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • CT
    • DE
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    • GA
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    Donn is the founder of The Dolce Group.  He began his career with UBS's predecessor PaineWebber in 1967 and has built this team to service the needs of high net-worth individuals.  He likes to point out that as a father of four, the things he and his wife care about, are the things our clients also care about.  The Dolce Group has been built to meet those needs.  Today Donn's focus is on managing our relationships with clients and prospects and imparting his 50 plus years of investment experience on our client portfolios.  He holds Series 5, 7, 63 and 65 licenses, as well as life and health insurance licenses.  He earned a B.S. degree from Georgetown University in Washington, D.C. 

    Donn donates much of his spare time to the community. He serves as Board Chairman Emeritus of Part of the Solution Soup Kitchen (P.O.T.S)  in the Bronx, N.Y. (the largest soup kitchen in the country).  He also formerly served on the board of advisors at Georgetown University’s McDonough School of Business and was a trustee emeritus at the Canterbury School in New Milford, CT.

      • Canterbury School: 1959 - 1963
      • Georgetown University: 1963 - 1967
        Philanthropy
        Legacy planning
        Multi-generational families
        100 West Putnam Ave
        2nd Floor
        Greenwich, CT 06830
      • Gregory Miller

        Greg Miller

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        Greg is a CERTIFIED FINANCIAL PLANNERTM certificant who is responsible for delivering a personal financial plan to each of our clients.  He also advises clients on asset allocation, retirement planning, estate planning, and wealth transfer strategies.  Greg began his career in marketing services and consumer promotion, in both the U.S. and U.K.  In 2005, he joined Bernstein Global Wealth Management as a Financial Advisor.  Greg earned a B.A. in sociology from Bates College and holds Series 7, 31 and 66 securities licenses.  He and his wife, Judy, have two children and reside in Old Greenwich, CT.  Greg is involved in town athletic programs, coaching his children's soccer, baseball and lacrosse teams. 

        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Bates College, Bachelor of Arts: 1984 - 1988
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Long-term care planning
        Retirement planning
        Estate planning strategies
        Asset allocation
        Legacy planning
        100 West Putnam Ave
        2nd Floor
        Greenwich, CT 06830
      • John Doyle

        John Doyle

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • AZ
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        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
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        • MA
        • MD
        • ME
        • MI
        • MN
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        • MT
        • NC
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        • WY

        John began his career with UBS's predecessor, PaineWebber in 1993 as a summer intern with the founding members of The Dolce Group, Donn Dolce and Tom Danilowicz.  After a brief stint in the operations department with PaineWebber, he rejoined Donn & Tom and has been with the Team ever since.  John is a CERTIFIED FINANCIAL PLANNER who advises clients on all aspects of their financial plan.  His areas of focus are, complex transactions, concentrated positions, ESG investing, tax efficiency, women investors, non-profits, and lending strategies.  John received a B.S. degree in mathematics from Fairfield University and holds Series 3, 7, 63 and 65 securities licenses, as well as life & health insurance and also annuities licenses.  He splits time between UBS offices in Greenville, SC where he lives and the Stamford, CT office - home of The Dolce Group.  When not working, he enjoys reading and playing golf.

        • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Fairfield University, Bachelors, Mathematics: 1989 - 1993
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Securities-backed lending
        Philanthropy
        Alternative investments
        Sustainable investing
        Women investors
        100 West Putnam Avenue
        2nd Floor
        Greenwich, CT 06830
      • Haley Rockwell

        Haley Rockwell

        Managing Director–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        Ms. Rockwell is a Managing Director, Wealth Management with UBS Financial Services where she provides wealth planning and investment advisory services for wealthy families, corporate executives, and individuals undergoing transitions, such as estate settlement, divorce and retirement.

        She began her career in investment banking, with First Boston Corporation, and then worked in management consulting with Bain & Company. Ms. Rockwell was later recruited by PepsiCo, where she spent eight years in a variety of senior finance and strategic planning roles. In 2006 she joined Greenwich, Connecticut-based Chronogram, an independent private wealth management firm, applying her corporate and finance experience as a wealth advisor for executives and wealthy families. The firm later combined operations with LLBH.  Recently Haley was a Managing Director/Senior Advisor at Field Point Private.

        Ms. Rockwell is a graduate of Princeton University, and earned her JD/MBA at Harvard University. She has earned the Certified Financial Planner® and Certified Divorce Financial Analyst™ designations. She is Chair of the Board of Trustees of the Greenwich Historical Society and Chair of the Board of Directors of Global Citizens Initiative.   Ms. Rockwell is also former President of the Board of Trustees of the Greenwich Library and a former Trustee of Greenwich Academy. She, her husband Joe, and their three children live in Greenwich, Connecticut.

          • Princeton University, A.B. cum laude
          • Harvard University, JD & MBA
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Divorce Financial Analyst
          Financial planning
          Estate planning strategies
          Investing
          Multi-generational families
          Women investors
          Corporate executives
          100 West Putnam Ave
          2nd Floor
          Greenwich, CT 06830
        • Denise Manning

          Denise Manning

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
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          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
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          • MT
          • NC
          • NH
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          Denise is approaching her 23rd year of providing comprehensive investment advice, service and solutions to multigenerational families, individuals, trusts, family owned business’s, and non- profit organizations throughout the United States. Her objective is to develop investment strategies that are tailored to each client’s unique interest. She accomplishes this by focusing on client’s goals to create an appropriate financial plan, and then implements that plan with a diversified portfolio. She holds her Series 7, 63 and 65 securities licenses, as well as a life, health and variable annuities accreditation. Denise is a graduate of Empire State College with a B.S. in Business, Management and Economics. 

          • Forbes America’s Top Women Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
          • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
          • Forbes Best-in-State Women Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

              Investing
              Custom portfolios
              Sustainable investing
              Women investors
              Business owners
              100 West Putnam Ave
              2nd Floor
              Greenwich, CT 06830
            • Jed Dolce

              Jed Dolce

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NY
              • OH
              • OR
              • PA
              • PR
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WY

              Coming from a big family and in the midst of starting his own, Jed understands how hectic life can be and how hard it is to find time to concentrate on your financial wellness.  As a member of a eleven person team with $1.5 billion in assets under management and over 150 combined years of experience, Jed is able to tap the resources of his team, and bring that human capital and experience to his generation.  Jed focuses on young families and millennials, helping them plan for their current needs and future ones as well.   He enjoys spending time with and educating clients on all financial matters including budgeting, college savings, retirement planning (never too early to start!), estate planning and charitable giving.

              Jed, his wife Samantha, and their two children, Ruthie and Will, reside in Darien, CT.  Jed has been a lifelong supporter of P.O.T.S. soup kitchen in the Bronx and more recently joined the junior advisory committee for Cristo Rey New York High School.  If not working or spending time with the family, you can find him on a golf course, paddle court or squash court.  Jed is a graduate of Boston College and Canterbury High School. 

                • Boston College
                  Lending services
                  Education planning
                  Asset allocation
                  401(k) plan services
                  Sustainable investing
                  Multi-generational families
                  100 West Putnam Ave
                  2nd Floor
                  Greenwich, CT 06830

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Our Process

                Our Process

                Investment management

                Investment management

                Who we work with

                Who we work with

                Insights

                2022 tax planning guide

                For your financial well-being

                Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                Global leader

                UBS is a world-leading wealth manager

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022