Bragg Welcomes Meghan Oldis, CPA, CFP®
Understanding Business Valuation: A Guide for Business Owners
July 31, 2023
3rd Quarter 2023: Market and Economy
September 30, 2023
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™.
Originally from Northern Virginia, Meghan moved to Charlotte in 2006. Learn more about Meghan here.
