Professional

Before I can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Review my experiences and accomplishments.

I grew up in Port Jefferson and graduated from Port Jefferson High School in 1964. I worked as a Design Draftsman until 1966. I then spent 3 years in the Army including service in Viet Nam. I married in 1969 and have 2 children and 3 grandchildren. I worked as an Electronic Technician while attending College. I now live in Moriches, NY.

I started in the insurance business with Northwestern Mutual in Carle Place, NY in 1973. I opened an office in Port Jefferson in 1975 and then moved to Rocky Point 1978 and Bohemia in 2002. I moved to my present location in 2011.

I attained my (CLU®) Chartered Life Underwriter designation (10/83), my (ChFC®) Chartered Financial Consultant (10/85), (CPCU) Chartered Property Casualty Underwriter (10/92), (CASL®) Chartered Advisor For Senior Living (7/11) and my (CFP®) CERTIFIED FINANCIAL PLANNER™ (5/13). I was appointed Managing Director in 1981 and joined the Northwestern Mutual Wealth Management Company in 2008.

Education            

  • Bachelor of Business Administration in Business from Hofstra University
  • AAS degree Engineering Science Suffok Community College
  • CLU® & ChFC® and CASL® American College
  • CPCU American Institute for Property and Liability Underwriters Inc.
  • CFP® Certified Financial Planning Board of Standards Inc

Awards and Recognition

  • Million Dollar Round Table Life Member: 1992-1993, 1997, 1999, 2001-2002, 2004-2005, 2008-2014
  • National Quality Award: 1977, 1981-1996, 1998-2007
  • Million Dollar Round Table Qualifying/Life Member: 1989-1991, 1994-1996, 1998, 2000, 2003, 2005-2007
  • National Sales Achievement Award: 1975-1990
  • Million Dollar Round Table Qualifying Member: 1976, 1978-1980, 1983-1985, 1988
  • Million Dollar Round Table Provisional Member: 1975

Associations and Memberships

  • Vietnam Veterans of America
  • American Legion

 Past service and memberships

  • Port Jeffferson Chamber of Commerce (Director)
  • Port Jefferson Rotary Club
  • Veterans of Foreign Wars
  • Crystal Beach Homeowners Assoc. (Past President)
  • Long Island Marching Arts Association (Board member)
  • Selden Cadets Alumni Drum & Bugle Corp (Director)

 

Thomas A Mullany, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Point Wealth Management

 

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