Jen Muckley, CFP®, AEP®, CTFA®

Jen is the Chief Operating Officer, Director of Family Office Services, and a Client Advisor for Bragg Financial Advisors. She also serves as a member of the Leadership Team.

In her role as COO, Jen works with the Leadership Team to build and refine systems, procedures, and operational controls that ensure effective implementation of the company’s strategic vision. As a Client Advisor, she is responsible for providing multi-generational family wealth planning services to clients, focusing on their goals of preserving, transferring and managing their wealth.

For over a decade, Jen worked with ultra-high-net worth families and individuals at Abbot Downing (previously Calibre, a division of Wachovia/Wells Fargo). There, she was responsible for advising the rising generation of client families and later, working with the national financial planning team for the firm’s largest clients. Jen began her career at U.S. Trust Company in New York City.

Jen was born and raised in western New York and, after a few years in New York City and Long Island, now makes her home in Huntersville, North Carolina, with her husband and two dogs. She enjoys volunteering for Girls on the Run and training for half and full marathons while fundraising for various cancer support and research charities.