What does wealth really mean? On Defining Wealth Beyond the Numbers Podcast, host Thomas Dowling, Head of Wealth Management at Alliance Global Partners of the Lowcountry, sits down with business and community leaders from across the country to explore how they’ve built meaningful lives along with successful careers.
In each episode, guests share their journeys from their very first job to the leadership roles they hold today, offering a candid look at the pivotal moments, lessons learned, and values that shaped them.
Through personal stories and honest reflections, Defining Wealth uncovers the many ways we measure wealth, including financial, highlighting the relationships, purpose, and passions that matter most.
Latest Episode
Season 1: Episode 9
Reinvention After the Downturn
Tom Dowling sits down with Craig Simonson, President of Phoenix Financial Services, to discuss reinvention, resilience, and defining wealth after adversity. Craig reflects on navigating change and building something new after disruption.
Tom Dowling sits down with Doug Braun to discuss entrepreneurship, growth, and learning through failure. Doug shares why persistence and perspective matter more than perfection.
Tom Dowling sits down with David Crowell, Senior Loan Officer at Northpoint Mortgage, to discuss adaptability, discipline, and long-term success. David reflects on building consistency across a long career.
Tom Dowling sits down with Katie Knowles, Founder of Local Kollective, to discuss creativity, leadership, and community-driven work. Katie explains how building connection is central to her view of wealth.
Tom Dowling sits down with Jeff, President of Hilton Head Insurance and Brokerage, to discuss legacy, transitions, and redefining wealth through experience. Jeff shares how life and career pivots reshaped his view of success.
