Client Service Associate
Brittney is a Client Service Associate for Bragg Financial Advisors.
Before joining the Bragg team, Brittney served as Director of Operations at an independent advisory firm in Belmont, North Carolina. Prior to that, she worked as an Operations Manager for a startup investment advisory firm specializing in 1042 transactions and as a Portfolio Advisor at an independent wealth advisory firm in West Virginia managing portfolios for high-net-worth clients. Brittney earned her Bachelor of Science in Accounting from West Virginia University Institute of Technology and is a Certified Financial Planner™.
Originally from Hamlin, West Virginia, Brittney and her husband James moved to Charlotte in 2018. They used to have outside interests like boating, hiking and spending time with friends before they bought a fixer-upper home during COVID. Now, they spend most of their time doing or figuring out how to do DIY projects on their “COVID house.”
Responsibilities
- Client Service Associate
Education & Professional Experience
- BS Accounting, West Virginia University Institute of Technology
- CFP® – Certified Financial Planner
Experience
- 12 years industry experience
- 2 years on Bragg team
- Belmont Capital LLC—Director of Operations
- ButcherJoseph Asset Management—Operations Manager
- Arnett Carbis Toothman Wealth Advisors—Portfolio Advisor
- Wells Fargo Advisors—Senior Registered Client Service Associate
Outside Interests
- Figuring out how to garden in the North Carolina clay
- Collecting fig trees
- Hiking with my dog