Founder,
Chairman Emeritus
Frank grew up in Oxford, North Carolina, and graduated from Wake Forest University in 1961. Frank began his career in financial services with Security Life and Trust Company in Winston-Salem. In 1963, he moved his family to Charlotte and formed his own firm specializing in employee benefit plans. He was a pioneer in the use of diversified portfolios of mutual funds in self-directed 403(b) retirement plans used by non-profit corporations and later in the 401(k) market.
Over time the firm evolved into a more comprehensive benefits and investment organization, including financial planning for individuals. In the course of his career, Frank has advised countless individuals, corporations and foundations in the areas of financial and estate planning and investment management. Today clients benefit tremendously from his vision, long-term perspective and real-life experience. As the dedicated team at Bragg Financial Advisors works to help clients make wise decisions, they are fortunate to have the long experience of Frank Bragg as a solid foundation on which to base their advice.
Frank is married to Kathy Broach Bragg and has four children and 15 grandchildren. He enjoys spending time outdoors on his farm near Davidson.
Responsibilities
- Founder- Bragg Financial Advisors
- Chairman Emeritus
Education & Professional Experience
- BA English, Wake Forest University
Experience
- 50+ years industry experience
- 50+ years on Bragg team
- Integon Insurance- Group Sales Department
Outside Interests
- Voluntary work in land conservation and historic preservation
- Enjoys oil landscape painting
- Fishing, hiking and farming
Community Involvement
- Charlotte Symphony Orchestra—Board member
- Preserve Mecklenburg—Co-founder and board member
- Lakewood Trolley Association—Board member
- NC Clean Water Management Trust Fund—Former Vice Chairman and Trustee
- Right Moves for Youth—Co-founder and former chairman
- Ramah Creek Conservation Area—Founder
- First Trust Bank—Founding board member
- Community Food Rescue—Founding board member and former chairman
- Dowd YMCA—Former board member
- Catawba Lands Conservancy—Former board member and chairman
- Presbyterian Hospital Foundation—Former treasurer and former investment committee chairman
- Charlotte Mecklenburg Historic Landmark Commission—Former Commissioner
- Banner Elk Heritage Foundation—Former board member
- Charlotte Cultural Trust—Former board member
- McColl Center for Visual Art—Former board member
- Wake Forest University Alumni Council—Former member
- Wake Forest University Board of Advisors—Former member
- Conservation Trust for North Carolina—Former board member
- Chamber Music at St. Peter's—Former board member
- Eagle Scout and former Scoutmaster of Boy Scout Troop 116
- Active member of St. John's Baptist Church
Awards & Recognition
- Order of the Long Leaf Pine awarded in 2019 by North Carolina Governor Roy Cooper for his exemplary service and dedication to his community and the state.
- Distinguished Eagle Scout Award in 2004 by the National Office of the Boy Scouts of America for community service and business accomplishment
- The Conservation Farm Family Award, presented by the Mecklenburg Soil & Water Conservation District, in recognition of outstanding accomplishments in the conservation of our natural resources.
- The Frank Bragg Leadership Award, established in 1996 by the Charlotte-Mecklenburg Police Department and Right Moves for Youth
- The Ann R. Smith Community Leadership Award in 1999 for service to the community
- Conservationist of the Year in North Carolina awarded in 2001 by the North Carolina Land Trust Council and the Conservation Trust of North Carolina
- Citizen of the Year in 2001 by the Charlotte Civitans
- Outstanding Philanthropic Small Business Award in 2004 by the National Association of Fundraising Professionals, Charlotte Chapter