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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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Community Commitment


Frank and Kathy Bragg donated a 300-acre
conservation easement to the Catawba
Lands Conservancy that will forever
protect the farm from development.

All of us at Bragg Financial are committed to our clients and to the community. We recognize that our good fortune is in a large part due to the vibrant city of Charlotte, the robust economy of the region, and the unique opportunity and the prosperity we enjoy as citizens of our great country.

The Charlotte Observer described Bragg Financial Advisors as a "small company with a big heart." This was in response to Bragg Financial being recognized as the smallest Charlotte company to financially sponsor and physically build a home through Habitat for Humanity. What better way to build teamwork and improve our community than to close our firm for a week, work together and provide housing for a family in need. The best part was having over 100 of our good clients and friends donate time and money to make it happen.

In addition to Habitat for Humanity, Bragg Financial Advisors and its principals have a long tradition of contributing our time and money to make this a better community. Major financial contributions are made to those charities in which our employees are also contributing their time as Board members or volunteers, including the following organizations.

Catawba Lands Conservancy
Phillips Bragg
• Board Member
Benton Bragg
• Investment & Endowment Committees
Frank Bragg
• Former Board Member; Former Chair
Right Moves for Youth
Frank Bragg
• Co-Founder
• Former Board Chairman
Phillips Bragg
• Former Board Chairman
Boy Scouts of America
Benton Bragg
• Eagle Scout
• Former Board Chair
• Board Member, Executive Committee, Endowment Committee
• Former VP of Finance
• Former VP of Administration
John Bragg
• Scoutmaster of Troop 58 in Davidson, NC
• Eagle Scout
Frank Bragg
• Eagle Scout
• Distinguished Eagle Scout
YMCA
George Climer
• YMCA Camp Thunderbird Board Member
Benton Bragg
• Dowd YMCA Investment Committee
Central Piedmont Community College
Benton Bragg
• Board of Trustees
• Finance Committee Chair
• Former Member of Foundation Board
• Former Member of President's Advisory Council
Philips Academy
Benton Bragg
• Former Board Chair
• Former Board Member
• Finance Committee, Scholarship Committee
Davidson Community Players
Steve Scruggs
• Board Member
• Treasurer
John Bragg
• Former Board Member
• Former Finance Chair
Junior Charity League of Shelby, NC
Katherine Brooks
• Board of Directors
• Finance Chair
A Giving Spirit Foundation
Steve Scruggs
• Board Member
NC Clean Water Management Trust Fund
Frank Bragg
• Trustee
Wing Haven Gardens
Kimberly Giger
• Auxiliary Board Member
Charlotte Symphony Orchestra
Frank Bragg
• Board Member
Women's Impact Fund
Mary Lou Daly
• Member

Community Food Rescue

Frank Bragg
• Former Board Chairman
Charlotte Mecklenburg Historic Landmark Commission
Frank Bragg
• Former Commissioner
McColl Center for Visual Art
Frank Bragg
• Former Board Member
Charlotte A Cappella Show Chorus
Suzanne Wittebort
• Member
• Former Board member and Former Board President
The Pines at Davidson
Benton Bragg
• Former Board Member
• Former member of Property Committee
The Learning Collaborative
Mary Lou Daly
• Former Board Treasurer

Lakewood Trolley Association

Frank Bragg
• Board Member

St. Peter's/Druid Hills Academy Urban Education Partnership

Suzanne Wittebort
• Steering Committee Member
Bechtler Museum Chamber Music
(Formerly St. Peter's Chamber Music)
Frank Bragg
• Former Board Member

Banner Elk Heritage Foundation

Frank Bragg
• Former Board Member
In addition to the above organizations, we also support the United Way and numerous other charities.