Phillips M. Bragg
Vice President, Retirement, Estate, and Charitable Planning
Phillips is vice president of planning for Bragg Financial Advisors. Phillips provides extensive expertise in retirement cash flow planning as well as in estate and gift planning. Phillips has comprehensive knowledge of the rules governing traditional and Roth IRAs and the planning opportunities they offer. In helping clients meet their charitable objectives, Phillips advises on the myriad alternatives available, including donor advised funds, charitable trusts, private foundations, and supporting organizations. In addition, Phillips regularly provides strategic planning for individuals considering conservation easement planning for land they would like to preserve.A 1993 cum laude graduate of Wake Forest University, Phillips worked as an estate planner and trust officer at Wachovia before joining Bragg Financial Advisors in May of 1996. Phillips was awarded the Certified Financial Planner (CFP) designation in 1996 and is a member of the Charlotte Estate Planning Council and the Financial Planning Association.
Phillips is married and has three sons.
Community Service and Recognition
- Former Chairman of Right Moves For Youth
- Active member and Sunday school teacher, St. John's Baptist Church
- Steering committee member of Leave a Legacy
- Member of the Professional Advisors Cabinet, Foundation for the Carolinas
- Recipient of the J. Frank Bragg Award from Right Moves for Youth in 2004
- Volunteer with Catawba Lands Conservancy
Phillips M. Bragg is a Registered Representative of Queens Road Securities, LLC Member FINRA/SIPC.