Mary Mathias, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

202-661-9554 | Email |

Mary Mathias joined Ferris, Baker Watts - now RBC Wealth Management - in 1988 and has been providing financial services to her clients since then. She earned the CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation in May of 1998 and is currently active with the National Capital Area Financial Planning Association. Ms. Mathias is a graduate of Franklin and Marshal college with a Bachelor of Arts in political science and economics. She is active in Habitat for Humanity.

Shawn O'Reilly, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

202-661-9534 | Email |
202-661-9706

Mr. O'Reilly joined Ferris, Baker Watts - now RBC Wealth Management - in 1995. Prior to FBW he was with Bellamah Neuhauser and Barrett, Inc. He received his Bachelor of Science degree in psychology and business from Penn State University in 1991 and earned the Accredited Wealth Manager designation in 2010. Mr. O'Reilly is an active participant in many children’s and education non-profits and charities in Washington, DC.  He is former Vice-Chair of the Board of Trustees of the Washington Mathematics Science and Technology Public Charter School, a top-ranked DC charter high school that recently hosted Michele Obama as the graduation speaker.   He is currently a member of the Board of Trustees of the Infinity Wellness Foundation, an organization formed to combat childhood obesity in Washington, DC.  Shawn also serves as treasurer of the Board of Trustees of the Washington Internship Institute. In 2008, Shawn was appointed to the DC Public Charter School Credit Enhancement Committee by DC Mayor Adrian Fenty. 
 

Susanne Nolan, CFP®

Senior Vice President - Financial Advisor

703-556-9486 | Email
703-821-8139

I began my career in the financial services industry in 1983 after graduating from Trinity College in Washington, D.C., with a Bachelor of Arts in history. In addition to the Series 7, I am an Investment Advisor Representative and a licensed life and health insurance agent. In 2000, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, enabling me to better address my clients’ needs, including wealth transfer, tax planning, risk management and investment management.

A native of Mobile, AL, I currently live in Arlington, VA with my family. I give back to the community by staying active in several non-profits that focus on affordable housing and job training. In my free time, I enjoy tennis, dancing, gardening and travel.

Emily Ferry, CFP®

Senior Investment Associate

202-661-9578 | Email
202-661-9706

Emily joined the Columbia Group at RBC in the fall of 2010 as an Investment Associate.  She has been in the Wealth Management industry since 2004 and specializes in servicing high net worth individuals.  Emily is fully licensed with her Series 7, 63, 9 and 10 and earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2009.  Emily graduated from Michigan State University in 2004, where she was a four-year member of the varsity women’s rowing team and held the position of coxswain.  She currently lives in Arlington, VA where she enjoys yoga, running and photography. 

Elisabeth Herold

Client Associate

202-661-9584 | Email
202-661-9706

Elisabeth started with the Columbia Group as in intern in 2012 and is now a permanent member of the team. She is a native Washingtonian and returned to the District in 2011 after six years in Miami where she studied and worked in the customer service industry. She graduated with a bachelor's degree in Business Administration from Florida International University in 2013. Elisabeth enjoys traveling, reading, running, and volunteering with local charities.

Lois Quagliato

Senior Client Associate

703-342-1191 | Email

Lois has been in the financial services industry for over 15 years. Lois grew up in New Jersey and began her career in the trust department at Fleet National Bank. She holds a Bachelor of Science degree in Business Administration from Centenary University.

Lois is a Senior Client Associate responsible for servicing our clients, including transferring funds and securities, maintaining all required documents, ensuring conformance with firm and branch policies and standards, and resolving customer inquiries proactively.

Lois moved to Virginia in 2007 and resides in West Virginia with her husband. In their free time they enjoy camping and car racing events.

Full Service Wealth Management Planning with The Columbia Group



Order Left to right: Emily Ferry, Mary Mathias, Shawn O’Reilly, Elisabeth Herold.