Please join us as we welcome Heather Pitman to Bragg Financial Advisors as a Client Service Associate.
Heather is a Client Service Associate for Bragg Financial Advisors. Heather began her career in the financial industry at WBI Investments in Red Bank, New Jersey. In 2015, she relocated to North Carolina where she worked as Operations Manager for an independent advisory firm in Charlotte.
Heather received her Bachelor of Arts in Economics from Rutgers University. She also earned the Financial Paraplanner Qualified Professional (FPQP™) designation from the College for Financial Planning and has her NC Life and Health Insurance license.
Originally from New Jersey, Heather lives in Huntersville with her husband and young daughter. In her free time, she enjoys being with her family, reading, swimming, and visiting the beach.