Tom David is a Senior Wealth Advisor and Chief Compliance Officer at Rockport Wealth Advisors with more than 25 years in the financial services industry. Tom worked in the accounting industry for 10 years auditing financial statements for small businesses and tax planning and preparation for businesses and their owners. He has spent the last 15 years in various client service, investment management, compliance and operations rolls in the wealth management and family office industry serving high-net-worth clients. Tom is dedicated to helping people meet their financial goals through planning and education.

Tom earned his Bachelor’s from Kent State University and his Master of Business Administration from Cleveland State University. Tom is a Certified Public Accountant, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 65 registration. He is also a U.S. Army veteran.

Tom enjoys sailing and traveling and is actively involved in his community.