Firm News

October 15, 2018

Congratulations to Ben Rose, CFA!

Ben has earned the right to use the CFA® mark. The Chartered Financial Analyst® designation is designed […]
October 8, 2018

Bragg Financial Partners with PBS Charlotte for Estate Planning Event

WTVI estate planning event on October 16 brings together legal, tax, and experts to answer […]
September 24, 2018

Welcome Brian Bonewitz

Bragg Financial Advisors is pleased to announce that Brian Bonewitz, CFA, has joined the team […]
September 20, 2018

Bragg Financial Sponsors PBS’s Trail of History

PBS program Trail of History, sponsored by Bragg Financial Advisors, will explore the oldest house in […]
August 2, 2018

Kiplinger’s Personal Finance columnist James Glassman calls Queens Road Small Cap Value a “little gem.”

Visit queensroadfunds.com or download a prospectus. Investment return and principal value will fluctuate, so that shares may be […]
June 18, 2018

Bragg Financial Sponsors PBS’s Trail of History

Bragg Financial-sponsored program Trail of History, airing Tuesday nights on WTVI PBS Charlotte, will explore the […]
June 4, 2018

Bragg Financial Sponsors PBS’s Living History Documentary Series

Bragg Financial is pleased to sponsor Summer, Sand & Shag, a WTVI, channel 42 special presentation […]
May 22, 2018

Bragg Welcomes Heather Pitman

Please join us as we welcome Heather Pitman to Bragg Financial Advisors as a Client […]
April 2, 2018

Welcome Jen Muckley to the Bragg Team

Bragg Financial Advisors is pleased to announce that Jen Muckley has joined the firm as […]