Robert Kilroy, CFP®, CLU® in

Robert Kilroy, CFP®, CLU®

Examiner · DISC type cs
Wealth Management Advisor at Point Wealth Management - Northwestern Mutual
📍 Melville, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Wealth Management Advisor
Location
Melville, New York, United States
Personality Overview

How Robert shows up

Unexpressive
Process Oriented
Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-1999
Wealth Management Advisor
Point Wealth Management - Northwestern Mutual
5-1994 - 5-1999
Artillery Officer
U.S. Army
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1994
Bachelor of Science (BS)
United States Military Academy at West Point
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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