Tim Mann

Tim P. Mann Jr.
Financial Advisor Private Client Group Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Tim Mann is a Financial Advisor with The Bish Mann Group, specializing in investments, portfolio management, and business transition planning.

In 2013, Tim was selected to be a member of Truist’s predecessor firm’s program, BB&T Leadership Development Program. Upon completion, Tim worked with BB&T’s Wealth Division until 2015 when he joined BB&T Scott & Stringfellow, now Truist. Tim holds FINRA Series 7, 63 and 65 securities registrations as well as state life and health insurance licenses

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors Degree in Accounting
UNC - Wilmington 2007 2011
Masters in Business Administration
The University of Mississippi 2011 2012

Personal Interests

Tim is originally from Jamestown, NC, and a graduate of the University of North Carolina at Wilmington. While at UNCW, Tim studied accounting and was a member of the varsity swim team. Tim later earned an MBA from the University of Mississippi.
Tim and his wife, Lauren enjoy spending time outdoors with their sons, Tripp and Miles, and their dog, Charlie. Tim is an avid marathon runner and cyclist, and serves on the finance committee for a national non-profit organization, Let Me Run, and the board of directors for the Charlotte Running Club. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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