Client Advisor
Clint is a Client Advisor for Bragg Financial Advisors. Clint works with clients to deliver investment, tax, retirement, and financial planning.
Clint has a wide array of industry experience that includes tax compliance, investment research, portfolio management, and financial planning. He started his career at Miller, McNeish & Breedlove, a Charlotte-based CPA firm. There he focused on tax planning and preparation for businesses and high-net-worth individuals. From MMB, Clint went to work for Dixon Hughes Goodman (now Forvis) in their Private Client Services Group. Prior to joining Bragg Financial, he spent seven years with Laurel Wealth Advisors where he served as a client advisor, investment committee member, and the chief tax specialist.
Clint and his wife, Nicole, are both from Charlotte. They have a toddler daughter and and a newborn son. Clint spends most of his free time with his young family. They like to attend Panthers Games, play in the sand at Ocean Isle Beach, and explore the high-country surrounding Blowing Rock. Clint is also an avid runner. He has run three marathons and would like to one day qualify for the Boston Marathon.
Responsibilities
- Client Advisor
Education & Professional Experience
- BS in Business Administration; Concentration Finance, NC State University
- BS in Accounting; Concentration Financial Analysis, NC State University
- Master of Accounting, NC State University
- CPA – Certified Public Accountant
- CFA – Chartered Financial Analyst
Experience
- 11 years industry experience
- First year on Bragg team
- Laurel Wealth Advisors – Client Advisor, Chief Tax Specialist, Investment Committee Member
- Dixon Hughes Goodman (Now Forvis) – Senior Tax Associate in the Private Client Service Group
- Miller McNeish & Breedlove – Tax Associate
Outside Interests
- Spending time with my wife and daughter
- Attending Panthers’ games with my family
- Vacationing in the beaches and mountains of NC
- Training for half and full marathons