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Phillips M. Bragg

Vice President, Retirement, Estate and Charitable Planning
Phillips M. Bragg

Phillips is vice president of planning for Bragg Financial Advisors. Phillips provides extensive expertise in retirement cash flow planning as well as estate and gift planning. Phillips has comprehensive knowledge of the rules governing traditional and Roth IRAs and the planning opportunities they offer. In helping clients meet their charitable objectives, Phillips advises on the myriad alternatives available, including donor advised funds, charitable trusts, private foundations, and supporting organizations. In addition, Phillips regularly provides strategic planning for individuals considering conservation easement planning for land they would like to preserve.

A 1993 cum laude graduate of Wake Forest University, Phillips worked as a trust officer and estate planner in the Wachovia Trust Department (now Wells Fargo) before joining Bragg Financial Advisors in May of 1996. Phillips earned theCertified Financial Planner (CFP®) certification in 1996 and is a member of the Charlotte Estate Planning Council and the Financial Planning Association. He earned the Accredited Estate Planner® (AEP®) designation in 2013.

Phillips is married with has three sons and lives on a small family farm near Davidson, North Carolina. He enjoys trout fishing, playing golf, and working with his children on the farm. Phillips co-founded and is very active in leading a non-profit organization called Raising South Sudan. His interest in Sudan began when he met and "adopted" Lubo, one of the "Lost Boys," who was orphaned during the wars in Sudan. Lubo was settled in Charlotte along with a number of other Sundanese refugees in the late 1990s. Inspired by Lubo's story, Phillips worked to raise funds to build a school in Lubos village of Naarwang. The school was completed in 2013 and now has over 300 students attending. Phillips visited South Sudan in 2014 to see the school and community. He is committed to the ongoing success of the project and continues to raise funds in support.

Community Service and Recognition
  • Honored as the Outstanding Emerging Philanthropist at the Charlotte Association of Fundraising Professionals 2011 luncheon
  • Raising South Sudan: Project Catalyst and co-founder of Raising South Sudan, conceived by Lost Boys of Sudan and supported by 501c3 non-profit Mothering Across Continents
  • Catawba Lands Conservancy: Board member
  • Charlotte Estate Planning Council: Former President
  • Financial Planning Association, Charlotte chapter: Former Board member
  • Right Moves for Youth: Board member, Former Chairman, club leader, and student mentor
  • Leave a Legacy: Former Chairman of the Development Committee
  • St. John’s Baptist Church: Active member and former Deacon
  • Foundation for the Carolinas: Former member of the Professional Advisors Cabinet
  • Recipient of the J. Frank Bragg Award from Right Moves for Youth in 2004
Phillips M. Bragg is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.