David Mann

David Mann, CFP®

Private Wealth Advisor
Atlanta, GA
david.mann@bluetrust.com
770.308.2777
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David Mann is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Atlanta, Georgia.

As an experienced wealth advisor to individuals, families, and businesses, David uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. David and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust in 2013, David worked for Edelman Financial Engines (The Mutual Fund Store) as the vice president of investments. He also worked as a financial advisor at AIG Retirement Services (VALIC) for 11 years providing client financial and investment advisement.

David earned his BBA in finance from Terry College of Business at the University of Georgia. He is a CERTIFIED FINANCIAL PLANNERTM certificant.

Active in the community, David is a member of his local church.

David and his wife, Joanna, live in Cumming, GA and have two adult children. In his spare time, he enjoys watching college football, photography, and traveling.

 

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Holiday Message From Our CEO

WE WIN!!!

A Holiday Message From Our CEO

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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