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.

 

Gabriela Marin

Insurance Operations Associate
Office 631-592-2000

Gaby holds Bachelors of Business Administration degress in both Productivity from Pontifical Catholic University of Ecuador and Operations Management from Baruch College. She is also fluent in Spanish.

Gaby attained her New York Life, Accident and Health Insurance license and is currently preparing for the Series 7 exam.

 
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