Brian Mann

Vice President, Private Wealth Advisor at First Bank

Brian Mann is a seasoned financial professional with extensive experience in wealth management, currently serving as Vice President and Family Wealth Advisor at First Bank since May 2022. Previously, Brian held positions as a Wealth Advisor at Morton Wealth, Wealth Management Advisor at TIAA, Financial Advisor at Merrill Lynch, and worked in Wealth Strategies and Trust at U.S. Trust, now Bank of America Private Bank. Brian has a Juris Doctor degree from California Western School of Law and an educational background from the University of Arizona, providing a strong foundation for delivering comprehensive wealth, investment, and retirement planning to clients across multiple regions, including Santa Ynez Valley and Santa Barbara.

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