What departments does Bragg Financial have?

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

What is the largest department at Bragg Financial?

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

Where are Bragg Financial employees located globally?

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

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

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

Bragg Financial Employee Directory

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

Bragg Financial'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 operates in the investment management industry, offering fee-based asset management and financial planning services. As a Registered Investment Advisor, it serves individuals, trusts, foundations, and corporations, delivering guidance grounded in objective, professional oversight. With more than five decades in business, the firm emphasizes clear, direct advice and a high level of personal service. The company is based in Charlotte, North Carolina, and maintains a relatively small professional team. In 2026, Bragg Financial announced a partnership with K Needs Play to support play-based learning in a sample of Charlotte-Mecklenburg Schools classrooms in the fall. This community engagement reflects the firm’s involvement in local initiatives while continuing to focus on serving clients across individuals, trusts, foundations, and corporations.

Bragg Financial Global Highlights

North America
47

United States Of America
47

Bragg Financial'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 Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Media & Communications
Accounting
Administrative
Other

Contact profiles from Bragg Financial

Name

Title

Contact Info

Location

Last Update

B. B.
President, Ceo
Mobile Phone
Email
United StatesNorth Carolina
Jul 31, 2024
J. M.
Chief Operating Officer
Mobile Phone
Email
United StatesNorth Carolina
May 05, 2026
E. A.
President And Client Advisor
Mobile Phone
Email
United StatesNorth Carolina
May 22, 2026
G. C.
Chief Marketing Officer, Client Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 07, 2026
J. M. C. A.
Chief Operating Officer
Mobile Phone
Email
Oct 18, 2024
F. B.
Ceo
Mobile Phone
Email
United StatesNorth Carolina
Nov 20, 2025
J. B.
Vp
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
T. B. R.
Director Of Portfolio Management
Mobile Phone
Email
United StatesNorth Carolina
Mar 02, 2026
M. S.
Director Of Advice, Client Advisor
Mobile Phone
Email
United StatesNorth Carolina
Dec 27, 2024
H. P.
Director Of Client Service
Mobile Phone
Email
Apr 13, 2026

Frequently Asked Questions

What is Bragg Financial known for?

Bragg Financial 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's company overview page for more information.

What is Bragg Financial's most common email format?

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

How many employees does Bragg Financial have currently?

Bragg Financial has approximately 36 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Bragg Financial's key employees and leadership?

As of June 2026, Bragg Financial'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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Bragg Financial Employee Directory

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