Mullany Thomas Agt is a financial advisory firm based in Melville, NY, offering wealth management services to a diverse range of clients, including business owners, public servants, retirees, and individuals experiencing sudden wealth. With a strong belief in the power of relationships, the firm goes beyond just financial expertise, investing in a deep and meaningful connection with their clients. They are committed to honoring their commitments and providing unwavering support to their clients in both good times and bad. Leveraging their extensive experience and expertise, the team at Mullany Thomas Agt helps clients make informed financial decisions and achieve their long-term goals.
Led by Robert L. Kilroy, a seasoned Wealth Management Advisor with over 20 years of experience, the firm is dedicated to being proactive advocates for their clients and ensuring the success of each member of their team. Tara Scalia Quilty, an experienced advisor with a background in banking and non-profit consulting, brings a powerful boldness and intentional warmth to her work. Vincent J. Cagnina, a second-generation Italian-American, is known for his exceptional work ethic and deep care for others. Lauren Lucas McNeill, a CFA charterholder, serves as the Director of Strategic Development, while Heidemarie Sheridan, with her background in library information science, oversees investment operations. Together, the team at Mullany Thomas Agt is committed to helping clients navigate their financial journey and achieve financial success.
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