Lawrence Rosa

Senior Wealth Advisor at Mariner Wealth Advisors

Lawrence Rosa is a Senior Wealth Advisor at Mariner Wealth Advisors. Lawrence has over eight years of experience in the financial services industry, specializing in tax compliance and planning for high net worth families. Prior to joining Mariner Wealth Advisors, Lawrence was an Associate at Chilton Trust Company, LLC, where they specialized in tax compliance and planning for high net worth families.

Lawrence began their career as a Personal Financial Services Associate at PwC, where they specialized in tax compliance for ultra high net worth individuals, estates, trusts and family businesses. Lawrence also interned at PwC's Investment Management Tax Group, where they focused on tax compliance and strategy for the largest hedge funds and private equity funds.

In addition to their work in the financial services industry, Lawrence is also a licensed attorney in New Jersey. Lawrence began their legal career as a part-time and summer associate at the Law Office of Lawrence M. Rosa, Esq., where they assisted in the administration and contests of guardianships and estates throughout New Jersey.

Timeline

  • Senior Wealth Advisor

    Current role

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