Meet Our Team

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Robert L. Kilroy , CFP®, CLU®

Wealth Management Advisor

Office 631-592-2017


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Thomas A. Mullany , CASL®, CFP®, CLU®, ChFC®

Wealth Management Advisor

Office 631-592-4073


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Tara Scalia Quilty

Advisor

Office 631-592-2036


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Erin Elbe Davidson

Advisor

Office 631-592-2062


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Lauren Lucas McNeill

Director of Investments and Planning

Office 631-592-2027


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Heidemarie Sheridan

Director of Investment Operations

Office 631-592-2075


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Amelia Weber

Investment Operations Associate

Office 631-592-2000


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Whitney Arnow

Administrative Assistant

Mobile 631-592-2068


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