
Rob Thomas
Managing Director & Senior Wealth Advisor
Mariner
United States, Pennsylvania, State College
About Me
Rob holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Fund Specialist. As managing director, Rob uses his more than 30 years of wealth management and investment experience to provide strategic insight to his team, clients and business partners. Prior to Mariner Wealth Advisors, he held positions with U.S. Trust Company, State Street Bank and another independent RIA. Rob has a bachelor’s degree and an MBA from Pennsylvania State University. He is a member of the Financial Planning Association, the CFA Institute and the Institute of Business and Finance.
Profile Information
Managing Director & Senior Wealth Advisor
Mariner
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
State College
Pennsylvania
United States
May 15, 2024
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