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1031 South Caldwell Street

Telephone numbers and email addresses remain the same. Our new address is

1031 South Caldwell Street
Suite 200
Charlotte, NC 28203

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Bragg Financial Advisors

Morningstar visits Bragg Financial Advisors

Morningstar recently spent the day with Bragg Financial in Charlotte. Morningstar came to Charlotte to learn more about what makes the Queens Road Funds successful. John Coumarianos interviewed Steve Scruggs at length to learn more about his investment approach, process and philosophy. The resulting interview was featured in Morningstar Advisor Magazine. Read the article here.

Bragg in the News

Undiscovered Managers: Steve Scruggs, Queens Road Value
Morningstar Advisor - August 10, 2009
by John Coumarianos
A Lesson in Crisis Management
Charlotte Business Journal - July 25, 2009
by Laura Williams-Tracy

Quotables

Small-Cap Stocks: Too Big Too Fast?
Smart Money - August 12, 2009
by Dan Burrows
Are Small Caps in a Sweet Spot
SmartMoney - February 24, 2009
by Dan Burrows

Best of the Archives

Local Fund is Top Performer
Charlotte Observer - November 15, 2008
by Jen Aronoff
Disciplined Investing Style Pays Dividends
Charlotte Business Journal - June 24, 2005
by Fred Tannenbaum

Congratulations to Susan Dixson

We are pleased to announce that Susan Dixson has met the qualifications specified by the CFP® Board, and is now licensed to use the CFP® mark. Congratulations, Susan!