Bragg Financial Advisors is pleased to welcome Meghan Oldis to the firm as a Client Advisor. In this role, Meghan advises clients in the areas of tax and wealth planning.
Meghan brings more than twenty years of experience serving high-net-worth individuals and business owners. Most recently, she was a Wealth Strategies Advisor with Bank of America Private Bank. She began her career at PricewaterhouseCoopers, focusing on tax compliance and consulting. Meghan earned her Bachelor of Business Administration in Accounting from The College of William & Mary. She is a Certified Public Accountant and a Certified Financial Planner™.