David Tomas

Experience and education

David supports a wealth advisory team that provides clients with personalized wealth management to help them meet their needs and goals.

Prior to his current role, David served as a client service associate at Mariner, where he assisted advisors with building financial plans, developed investment proposals and researched retirement and investment strategies.

David holds a bachelor’s degree in finance with a concentration in financial planning from Southern New Hampshire University. He is currently pursuing an MBA.

Personal interests

Away from the office, David enjoys producing and mixing electronic music, spending time with family and healthy eating. He lives an active lifestyle and values helping others and giving back.