The Team Approach

Each member of our team offers unique expertise in his or her area of specialty developed through years of practical experience and formal education. Collectively, our professional team has twelve advanced degrees or designations including MBA, CFP, CPA, CFA, ChFC, CLU, and CFS.

J. Frank Bragg Jr.
Founder

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Education & Designations • BA, Wake Forest University • CLU

Experience • 45+ years industry experience • 40+ years on Bragg Team

Benton S. Bragg
President, Chairman of Investment Committee

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Education & Designations • BA, Wake Forest University • MBA, Wake Forest University • CFP®, CFA, ChFC, CLU

Experience • 19 years industry experience • 16 years on Bragg Team

Steven H. Scruggs
Director of Research, Senior Portfolio Manager, Member of Investment Committee

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Education & Designations • BA, North Carolina State University • MBA, Wake Forest University • CFA

Experience • 13 years industry experience • 10 years on Bragg Team

John F. Bragg III
Vice President, Corporate Retirement Plans

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Education & Designations • BA, Wake Forest University • CFP®, ChFC

Experience • 21 years industry experience • 19 years on Bragg Team

Phillips M. Bragg
Vice President, Retirement, Estate and Charitable Planning

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Education & Designations • BA, Wake Forest University • CFP®

Experience • 16 years industry experience • 13 years on Bragg Team

Dawn M. Cannon
Controller; Tax, Financial and Estate Planning

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Education & Designations • BA, State University of New York, Buffalo • CPA

Experience • 11 years industry experience • 8 years on Bragg Team

Beth A. Tumblison
Associate, Portfolio Analyst

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Education & Designations • Owens College • Ohio Institute of Photography

Experience • 25 years industry experience • 13 years on Bragg Team

Christine Mullins
Associate, Client Relations Manager

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Education & Designations • King's College

Experience • 24 years industry experience • 9 years on Bragg Team

Suzanne Wittebort
Associate, Portfolio Analyst, Member of Investment Committee

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Education & Designations • BA, Yale University • CFS

Experience • 30+ years industry experience • 6 years on Bragg Team

Susan Dixson
Associate, Client Relations Manager

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Education & Designations • BA, University of Virginia • CFP®

Experience • 16 years industry experience • 5 years on Bragg Team

Debbie Taylor
Associate, Office Manager

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Education & Designations • BS, University of South Carolina

Experience • 25 years cross-industry experience • 5 years on Bragg Team

Katherine Brooks
Associate, Client Relations Manager

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Education & Designations • BS, Meredith College

Experience • 12 years industry experience • 1 year on Bragg Team