Brad Mann, J.D., QPFC
Senior Wealth Advisor, Retirement Plan Services
As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.