Firm News

June 1, 2024

Bragg Financial Welcomes Sheena Lopez

Bragg Financial Advisors is pleased to welcome Sheena Lopez to the firm as a Client […]
March 5, 2024

Bragg Bootcamp 2024

The popular Bragg Bootcamp—Lessons in Financial Literacy for Young Adults is back! The program is […]
February 29, 2024

Shred It & Forget It

Bragg Financial will host its annual drive-thru shredding event from 10:30 am to 1:30 pm […]
January 17, 2024

2023 Tax Planning FAQs: Updated for Muni-bond State Tax Exclusions

2023 Tax Planning FAQs Tax season is upon us! We wanted to share a quick […]
December 1, 2023

Bragg Welcomes Grace Pharr

Bragg Financial Advisors is pleased to welcome Grace Pharr to the firm as a Service […]
August 18, 2023

Bragg Welcomes Meghan Oldis, CPA, CFP®

Bragg Financial Advisors is pleased to welcome Meghan Oldis to the firm as a Client […]
June 2, 2023

Bragg Welcomes Clint Townsend, CPA, CFA

Bragg Financial Advisors is pleased to announce that Clint Townsend has joined the firm. In […]
May 1, 2023

Bragg Welcomes Meghan Paladino

Bragg Financial is pleased to welcome Meghan Paladino as Senior Content Designer. Meghan has been […]
March 15, 2023

Bragg Bootcamp 2023

Bragg Financial will again host its annual Bragg Boot Camp—Lessons in Financial Literacy for Young […]