What departments does Bragg Financial Advisors have?

Bragg Financial Advisors has employees across 6 departments including Operations, Marketing, Administrative, Arts & Design, Finance.

What is the largest department at Bragg Financial Advisors?

The largest department at Bragg Financial Advisors is Operations with 2 employees.

Where are Bragg Financial Advisors employees located globally?

Bragg Financial Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Bragg Financial Advisors's team size changed over time?

Bragg Financial Advisors's team has decreased from approximately 33 to 19 employees based on available data.

Bragg Financial Advisors Employee Directory

Q: Who are Bragg Financial Advisors's key employees and leadership?

Bragg Financial Advisors's key employees include: President, Ceo: B. B., Ceo: F. B., Chief Operating Officer: J. M., Chief Marketing Officer, Client Advisor: G. C., Chief Operating Officer: J. M. C. A..

Investment ManagementNorth Carolina, United States11-50 Employees

Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service.

SEC Investment Adviser Search: https://adviserinfo.sec.gov/

Find Bragg Financial Advisors employees' phone numbers or email addresses

Bragg Financial Advisors Global Highlights

North America
47

United States Of America
47

Bragg Financial Advisors's Leadership

F. B.
Ceo
Mobile Phone
Email
J. M.
Chief Operating Officer
Mobile Phone
Email
G. C.
Chief Marketing Officer, Client Advisor
Mobile Phone
Email
J. M. C. A.
Chief Operating Officer
Mobile Phone
Email
B. B.
President, Ceo
Mobile Phone
Email
E. A.
President And Client Advisor
Mobile Phone
Email
J. B.
Vp
Mobile Phone
Email
T. B. R.
Director Of Portfolio Management
Mobile Phone
Email

Bragg Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Media & Communications
Accounting
Administrative
Other

Contact profiles from Bragg Financial Advisors

Name

Title

Contact Info

Location

Last Update

A. B.
Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 13, 2026
M. D.
Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Feb 27, 2026
L. K.
Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Sep 11, 2025
B. R.
Manager, Portfolio
Mobile Phone
Email
Nov 20, 2025
S. H.
Office Manager
Mobile Phone
Email
Oct 24, 2023
P. B.
Principal
Mobile Phone
Email
United StatesNorth Carolina
May 06, 2026
M. P.
Senior Content Designer
Mobile Phone
Email
United StatesSouth Carolina
Feb 27, 2026
W. M.
Client Service Associate
Mobile Phone
Email
United StatesNorth Carolina
Feb 27, 2026
C. D.
Client Service Associate
Mobile Phone
Email
United StatesNorth Carolina
Apr 14, 2026
E. R. S.
Wealth Planner
Mobile Phone
Email
United StatesNorth Carolina
Feb 27, 2026

Frequently Asked Questions

What is Bragg Financial Advisors known for?

Bragg Financial Advisors was founded in 1964 operates in the Investment Management industry. The company's main headquarters is located in 1031 South Caldwell Street Suite 200 Charlotte, North Carolina 28203 United States; you can contact the main corporate office by phone at

+1-704-377-****

. Explore Bragg Financial Advisors's company overview page for more information.

What is Bragg Financial Advisors's most common email format?

Bragg Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bragg Financial Advisors email formats with LeadIQ.

How many employees does Bragg Financial Advisors have currently?

Bragg Financial Advisors has approximately 34 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Bragg Financial Advisors's key employees and leadership?

As of May 2026, Bragg Financial Advisors's key employees include:

Ceo: F. B.
Chief Operating Officer: J. M.
Chief Marketing Officer, Client Advisor: G. C.
Chief Operating Officer: J. M. C. A.
President, Ceo: B. B.

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