Wealth Planner
Emily Rose is a Wealth Planner for Bragg Financial Advisors. In this role, Emily Rose prepares retirement and cash flow studies and helps clients with financial planning decisions.
Previously, Emily Rose worked for Wells Fargo Advisors, where she served as a Registered Client Associate for nine years in the Private Client Group. Emily Rose is a native Charlottean and earned a Bachelor of Science from East Carolina University.
Emily Rose has two amazing children, son Harris and daughter Wesley. She enjoys spending time with her parents and two sisters, who also live in Charlotte. Emily Rose also enjoys traveling with friends and family and being outdoors, and she is a dedicated Carolina Panthers fan. Emily Rose is a member of Christ Episcopal Church and of Good Friends of Charlotte, and serves on the corporate sponsorship committee at Eastover Elementary.
Responsibilities
- Wealth Planner
Education & Professional Experience
- BS East Carolina University
Experience
- 18 years industry experience
- 9 years on Bragg team
- Wells Fargo Advisors (legacy Wachovia Securities) - Registered Client Associate
Outside Interests
- Raising my children
- Traveling
- Being outdoors