Trevor Mann Email & Phone Number
Portfolio Manager @ Walser Wealth Management
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Trevor Mann Location
- Tampa, FL, US
Trevor Mann Work
- 2025 -now Portfolio Manager @
- 2023 -2025 Financial Advisor @
- 2022 -2023 Financial Advisor @
- 2021 -2022 Financial Advisor @
- 2020 -2021 Analyst @
- 2020 -2020 Junior Analyst @
- 2019 -2019 Tax Associate @
Trevor Mann Education
- University of Tampa - John H. Sykes College of Business
Bachelor of Science in Accounting
- Endicott College - Curtis L. Gerrish School of Business
(Accounting)
Trevor Mann Skills
- Communication
- Executive Benefit Strategies
- Retirement Planning
- Life Insurance (term, universal, whole)
- 401(k), 403(b) SEP & SIMPLE IRAs 529 Plans
- Asset Allocation Analysis
Trevor Mann Summary
- Trevor Mann, based in Tampa, FL, US, is currently a Portfolio Manager at Walser Wealth Management. Trevor Mann brings experience from previous roles at Walser Wealth Management, Morgan Stanley and 360 Wealth & Benefits, Inc.. Trevor Mann holds a Bachelor of Science in Accounting @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Communication, Executive Benefit Strategies, Retirement Planning, Life Insurance (term, universal, whole), 401(k), 403(b) SEP & SIMPLE IRAs 529 Plans and more. Trevor Mann has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Walser Wealth Management Employees
Russell Becker
Strategic Wealth Advisor
Tampa, FL, US
Julie Brown
Client Services Associate
Florida, United States
Caitlin Dubois
Marketing Specialist
Orlando, FL, US
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Portfolio Manager
Tampa, FL, US
Maya Paul
Marketing Specialist
Florida, United States
Nina Martinez
Director of Client Relations
Tampa, FL, US
James Johnson
Financial Advisor
Tampa, FL, US
Erica Piper
Qualifications Specialist and New Business Associate
Florida, United States
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