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Make Good Decisions

Make Good Decisions

Contact Us

1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

1031 South Caldwell Street

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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 over fifteen advanced degrees or designations including MBA, CFP®, CPA, CFA®, CFS®, AEP® and AIF®.

 
J. Frank Bragg, Jr.
J. Frank Bragg, Jr.
Founder

Education & Designations
• BA, Wake Forest University
Experience
• 50+ years with Bragg Financial Advisors and predecessor firms
Benton S. Bragg
Benton S. Bragg
President, Chairman of Investment Committee

Education & Designations
• BA, Wake Forest University
• MBA, Wake Forest University
• CFP®, CFA®
Experience
• 27 years industry experience
• 24 years on Bragg Team
Steven H. Scruggs
Steven H. Scruggs
Director of Research, Senior Portfolio Manager, Member of Investment Committee

Education & Designations
• BA, North Carolina State University
• MBA, Wake Forest University
• CFA®
Experience
• 25 years industry experience
• 17 years on Bragg Team
John F. Bragg III
John F. Bragg III
Vice President, Corporate Retirement Plans

Education & Designations
• BA, Wake Forest University
• CFP®
Experience
• 29 years industry experience
• 27 years on Bragg Team
Phillips M. Bragg
Phillips M. Bragg
Vice President, Retirement, Estate and Charitable Planning

Education & Designations
• BA, Wake Forest University
• CFP®, AEP®
Experience
• 24 years industry experience
• 21 years on Bragg Team
Dawn M. Cannon
Dawn M. Cannon
Controller; Tax, Financial and Estate Planning

Education & Designations
• BS, State University of New York, Buffalo
• CPA
Experience
• 26 years industry experience
• 16 years on Bragg Team
Suzanne Wittebort
Suzanne Wittebort
Portfolio Manager, Member of Investment Committee

Education & Designations
• BA, Yale University
• CFS®
Experience
• 30+ years industry experience
• 13 years on Bragg Team
T. Ben Rose
T. Ben Rose
Portfolio Manager, Member of Investment Committee

Education & Designations
• BS, Wake Forest University
• CFP®, AIF®
Experience
• 25 years industry experience
• 5 years on Bragg Team
Matt DeVries
Matt DeVries
Portfolio Manager

Education & Designations
• BA, BS, University of North Carolina
• CFA®
Experience
• 14 years industry experience
• 2 years on Bragg Team
Mary Lou Daly
Mary Lou Daly
Client Advisor

Education & Designations
• BA, Davidson College
• MSPA, University of Hartford
• CPA, CFP®
Experience
• 29 years industry experience
• 6 years on Bragg Team
George W. Climer III
George W. Climer III
Client Advisor

Education & Designations
• BA, University of North Carolina
• MBA, Wake Forest University
• CFP®
Experience
• 21 years industry experience
• 4 years on Bragg Team
Lynn Araujo
Lynn Araujo
Senior Financial Planner

Education & Designations
• BS, University of North Carolina
• CFP®
Experience
• 23 years industry experience
• 1 year on Bragg Team
Beth A. Tumblison
Beth A. Tumblison
Portfolio Analyst

Education & Designations
• Owens College
• Ohio Institute of Photography
Experience
• 34 years industry experience
• 20 years on Bragg Team
Katherine T. Brooks
Katherine T. Brooks
Operations Manager

Education & Designations
• BS, Meredith College
Experience
• 20 years industry experience
• 9 years on Bragg Team
Debbie Taylor
Debbie Taylor
Client Experience Officer

Education & Designations
• BS, University of South Carolina
• Graduate Certificate in Executive Coaching, McColl School of Business
Experience
• 12 years industry experience
• 12 years on Bragg Team
Marta Brzozka
Marta Brzozka
Client Service Associate

Education & Designations
• BS, University of North Carolina, Charlotte
Experience
• 13 years industry experience
• 6 years on Bragg Team
Heather Sule
Heather Sule
Client Service Associate

Education & Designations
• BS, Pfeiffer College
Experience
• 8 years industry experience
• 4 years on Bragg Team
Emily Rose Sheffield
Emily Rose Sheffield
Client Service Associate

Education & Designations
• BS, East Carolina University
Experience
• 11 years industry experience
• 2 years on Bragg Team
Kimberly Giger
Kimberly Giger
Receptionist

Education & Designations
• BA, University of South Carolina
Experience
• 4 years industry experience
• 4 years on Bragg Team
Stephanie Higgins
Stephanie Higgins
Office Manager

Education & Designations
• Central Piedmont Community College
Experience
• 15 years in office management
• 2 years on Bragg Team