Trevor Mann brings a visionary approach to his career. Raised in Richmond, Virginia, Trevor has established himself as a forward-thinking financial professional that is committed to building generational wealth for his clients.
Trevor went to school at James Madison University, where he pursued a dual major, earning a B.A. in Philosophy and a B.A. in International Affairs. He began his career in the financial services industry at Northwestern Mutual, where he gained valuable insights that would later shape his approach to client services.
Trevor’s transition to Consolidated Planning was rooted in a desire to align with a company that shared his vision and values of exemplary client service. At Consolidated Planning, he found senior advisors and leaders who not only preached, but actively practiced the values they believed in.
Driven by a mission to create opportunities for generational wealth building, Trevor devises strategic and relevant action plans, transforming clients’ goals into tangible and achievable solutions.
In his free time, Trevor enjoys bodybuilding, golfing, boating, snowboarding, hiking, and is an avid supporter of fine dining, whiskey, and cigars. He serves as the President of the Young Professionals board for the American Heart Association.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 4281007.