Assisting Families in building a solid financial plan throughout all stages of life.
Mann Capital Management is a family business with three generations of professional service and over 65 years of combined experience assisting families and small businesses in the Carolinas. We look forward to the opportunity to be of service to you.
Over the years, your life will change as your family reaches new milestones and events. In some form or fashion we are all in a period of transition as we plan for the future, and over time our goals and objectives change. We want to be on your team and become an advocate for you as you develop a solid financial strategy for your family or business.
An initial meeting would be a conversation about where you are today and what you are trying to accomplish for the future. If there is a recommendation that we believe could enhance your planning, we will make it. At the very least, the goal of a meeting is to leave you with a greater confidence in your strategy.
We look forward to being of assistance to you!
Alex Mann, RICP
Alex is a Charlotte native and holds a Bachelor's degree from the University of North Carolina at Wilmington.
Alex represents the third generation of advisors from the Mann family and has been practicing in the financial services industry since 2008. Alex's clients include many professionals, families and business owners. Additionally, Alex is a Dave Ramsey SmartVestor Pro assisting local families that have been through Financial Peace University or are in need a of a trusted advisor.
Alex is a licensed securities representative and offers investments to residents in NC, SC, AL, CA, FL, GA, IL, OH, OK, PA, TN, TX & VA and advisory services to residents of NC.
Robert W Mann, ChFC, CLU
Rob began his career in 1980 after graduating from the University of North Carolina at Chapel Hill. Since then he has served over 500 clients, many of whom he has worked with for over 30 years.
Rob is a dedicated advisor and prides himself on building and maintaining relationships with his clients. He has been the recipient of many customer service awards during his career.
Rob is a licensed securities representative offering investments to residents in NC, SC, VA, AL, AZ, FL, GA, IL, IA, MI, NY, OH, PA & UT and advisory services to residents of NC & VA.