Benton S. Bragg
President
Chairman, Investment Committee
Benton is the president of Bragg Financial Advisors and is involved in all aspects of the company's operations. As chairman of the investment committee, Benton develops firm-wide portfolio strategy and investment allocation targets.
Benton graduated cum laude with a BA from Wake Forest University in 1990 and he earned his MBA from Wake Forest University in 1997. Benton worked with Bank of America for three years as a Branch Manager in Burlington, North Carolina before joining Bragg Financial Advisors in 1993 where he was promoted to President in 1998.
He earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations in 1995 and earned the right to use the Chartered Financial Analyst (CFA) designation in 2000. He is also designated as a Chartered Life Underwriter (CLU).
Benton is married and has four children. The Braggs live on a small farm near Huntersville, NC.Community Service and Recognition
- Davidson College Presbyterian Church - member. Member of Personnel Committee 2008-2009
- CPCC - CPCC Foundation Board Member 2009, President's Advisory Council 2005-2008
- Boy Scouts of America - Eagle Scout, Executive Board Member Mecklenburg Council, Vice President of Administration 2007, Vice President of Finance 2008-2009, Member of Executive Committee, and Member of Endowment Committee
- Philips Academy - Boardmember, Board Chair 2005-2009, Finance Committee
- Bragg Financial Advisors was the 2004 recipient of the Outstanding Philanthropic Small Business Award by the Association of Fundraising Professionals
- Bragg Financial Advisors was awarded the 2009 Mint Museum Spirit Award for philanthropy in the community
- In 2005 and 2008, Benton was named one of the nation’s Top 100 Wealth Advisors by Worth Magazine
- Named one of Jaycees Ten Outstanding Young Charlotteans of 2005
- Member of Charlotte Rotary
- CFA Institute Member
- Member of NC Society of Financial Analysts
- Wake Forest University MBA Family Business Center - Member and member of steering committee
- Wake Forest University MBA School - Class Agent, annual alumni fundraiser, 2006, 2007, 2008
- Wake Forest University - University Gift Club - Annual College Fund fundraiser
- Wake Forest University MBA School - Guest Lecturer, "Portfolio Management in the Real World"
- Bioethics Resource Group (BRG) - Former boardmember, Finance Committee
Benton S. Bragg is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.