David Mann is a private wealth advisor for the Private Wealth division of Ronald 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 Ronald 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.