Firm News

July 14, 2020

Congratulations Jen Muckley, AEP®

Jennifer Muckley is newly certified as an Accredited Estate Planner® (AEP®) designee by the National […]
April 15, 2020

Bragg Financial Welcomes Crystal Draper

Crystal is a Client Service Associate for Bragg Financial Advisors. Crystal began her career in […]
April 3, 2020
Marc Scavo photo

Welcome Marc Scavo to the Bragg Team

Bragg Financial Advisors is pleased to announce that Marc Scavo has joined the firm. Marc […]
April 1, 2020

Morningstar Assigns Highest Ratings to Queens Road Funds

Morningstar has assigned a Gold Quantitative Rating™ and a 5-star Overall Morningstar Rating™ to the […]
September 26, 2019

Bragg Financial Partners with PBS Charlotte for Estate Planning Workshop

WTVI estate planning workshop on October 17, 2019, brings together legal, tax, and experts to […]
August 21, 2019

Forbes and Steve Scruggs talk taking profits

Queens Road Funds portfolio manager Steve Scruggs talks taking profits with Forbes contributor Lawrence Carrel. Read […]
June 30, 2019

Frank Bragg Awarded the Order of the Long Leaf Pine

May 21, 2019—Long-time community supporter J. Frank Bragg, Jr., was awarded the Order of the […]
June 28, 2019

Bragg included in Financial Times list of top US registered investment advisers

Bragg Financial is pleased to be included in the Financial Times FT 300 list of […]
April 26, 2019

Bragg included in CBJ list of Charlotte’s largest wealth management firms

Bragg Financial is pleased to be included again in the Business Journal’s list of largest […]