My Team

 

Our Team

 

 

 

 
Robert L. Kilroy, CFP®, CLU®
Wealth Management Advisor
Office 631-592-2017

 
Tara Scalia Quilty

Tara Scalia Quilty

Associate Wealth Management Advisor
Office 631-592-2000

Tara has more than seventeen years of experience in the Finance industry include positions within the  Banking and Corporate Finance fields.

Tara graduated with a Bachelor's from Providence College and a M.B.A from Georgetown Universtiy. She currently holds her Series 7, 63, and New York Life, Accident and Health licenses.

 

Erin Catherine Davidson

Office 631-592-2000

Erin has more than fifteen years of experience within the Finance Industry including positions within the Institutional Brokerage, Sales and Trading fields. 

Erin graduated with a Bachelor's from Georgetown University.  She currently holds her Series 7 and 63 licenses.

 
Heidemarie Sheridan

Heidemarie Sheridan

Director of Investment Operations and Services
Office 631-592-2017

Heide graduated from St. John’s University with a Master’s degree in Library & Information Science.

She currently holds her NY Life, Accident, and Health, Series 7 & 66 licenses.

 
Lauren C. Lucas

Lauren C. Lucas

Director of Investments & Planning
Office 631-592-2027

Lauren graduated from Boston University with a Bachelor’s Degree in Finance and International Management. 

She currently holds her Series 7 & 66 licenses, her New York Life, Accident,  and Health Insurance licenses, and is a CFA Institute Level III candidate.

 

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


Point Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck