Bragg Financial Advisors has named Jennifer Muckley, CFP®, AEP®, CTFA®, Chief Operating Officer of the firm.
Jen has served as the Director of Family Office Services and a Client Advisor with Bragg Financial since 2018. In her new role as COO, Jen will be responsible for the assessment of the firm’s processes, evaluating the effectiveness of procedures, identifying opportunities for improvement, and overseeing operations across the firm. Jen’s strong leadership and strategic vision make her the ideal candidate as Bragg Financial continues to grow. In addition to serving as COO, Jen will continue to advise clients as the Director of Family Office Services.
Benton Bragg, CFA, CFP®, is President and CEO of Bragg Financial. “I am excited about Jen’s expanded leadership role at Bragg Financial. Her knowledge, skills, and experience will help us grow and improve as we maintain our strong culture and our commitment to serving our clients, our teammates, and our community.”
Jen has seventeen years of experience working with high-net-worth clients providing multi-generational wealth planning. Prior to joining Bragg Financial, Jen advised family office clients at both Abbot Downing and US Trust. She earned a BS from Binghamton University and an MBA from Wake Forest University.
Please join us in congratulating Jen as she steps into her new role at Bragg Financial. We know she’ll help guide the firm to a bright future and continue our legacy of outstanding service.