Trevor Mann

Portfolio Manager

Trevor Mann is the Portfolio Manager at Walser Wealth, where he brings a detail-oriented, analytical mind to designing custom portfolios and navigating market dynamics. He holds a B.S. in Accounting from the University of Tampa and has proudly called Tampa home for the past eight years.

Trevor is licensed with the Series 6, 7, 66, and Florida 215 (Health, Life, Annuities & Variable Contracts), reflecting his broad expertise across financial services. Prior to his current role, he served as a Financial Advisor, and while his responsibilities have evolved, his core values remain unchanged: client education, active engagement, and a commitment to personalized financial strategies.

At Walser Wealth, Trevor champions a truly active and tactical investment approach because clients deserve to know that someone is watching their portfolios daily, not just quarterly.

Outside the office, Trevor enjoys life with his fiancée, Ashley, and their Goldendoodle, Biscuit. His hobbies include concerts, beach outings, weightlifting, watching sports, and, believe it or not, studying the markets in his spare time.

  • University of Tampa

  • 2-15
  • Series 66
  • CFP Completion 2024 / 2025

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