Firm News

October 24, 2025

20 Years of Partnership with Philips Academy

This year, Philips Academy celebrates its 20th anniversary of serving students with complex learning disabilities. Bragg […]
October 1, 2025

Mutual Fund Managed by Bragg Financial Reaches $1 Billion in Assets

Bragg Financial is pleased to announce that the FPA Queens Road Small Cap Value Fund […]
September 15, 2025

Kermeka Ferguson Honored as Volunteer of the Year

Each May, the Right Moves for Youth (RMFY) annual awards ceremony celebrates student achievement, volunteer […]
August 26, 2025

Bragg Financial Hosts Webinar on the One Big Beautiful Bill Act

Signed into law in July 2025, the One Big Beautiful Bill Act (OBBBA) is a […]
August 1, 2025

A Wake Forest Legacy, Rooted in Charlotte

The Charlotte Business Journal recently profiled Bragg Financial’s long-standing ties to Charlotte and the deep […]
February 1, 2025

Bragg Bootcamp 2025

Our Bragg Bootcamp—Lessons in Financial Literacy for Young Adults is back in 2025, and with […]
October 21, 2024

Benton Bragg Featured on @Work Podcast

The @Work podcast, hosted by Dr. Elizabeth Teagarden, recently featured Bragg Financial President and CEO […]
October 14, 2024

Bragg Financial Hosts Webinar on the Corporate Transparency Act

UPDATED February 20, 2025: Beneficial ownership reporting requirements are back in effect, with a new […]
September 3, 2024

Bragg Financial Welcomes Lauren Klaiber, CFA

Please join Bragg Financial as we welcome Lauren Klaiber, CFA. She joins the team as […]