Dave Sergas
Client Service Associate
Dave Sergas is a client services associate at Mariner Wealth Advisors. He processes new account paperwork, handles client calls, creates investment presentations and manages various administrative duties.
Prior to joining Mariner, Dave worked at the new business desk for Guardian. In that role, he reviewed and processed new account paperwork, processed new life insurance applications, created and organized marketing materials and provided customer service.
Dave has a bachelor’s degree in business management from Bloomsburg University.