Marta Keiser

  • Published May 9, 2019

Wealth Planner

Marta is a Wealth Planner for Bragg Financial Advisors. In this role, Marta prepares retirement and cash flow studies and helps clients with financial planning decisions.

Prior to joining Bragg Financial in the spring of 2011, she worked for LPL Financial as a Service360 Representative. During her six years with LPL Financial, Marta also worked as their Direct Operations Manager. Prior to that, she was with PFPC Inc., where she contributed as a Senior Investment Service Specialist.

Originally from Poland, Marta moved with her family to Germany for a couple years, then to the United States at age 10 and attended South Mecklenburg High School, the same school as the Braggs and Scruggs. Marta earned her BS degree from the University of North Carolina at Charlotte, with a major in International Business and a minor in German.

Marta and her husband Adam live in Fort Mill with their three-year-old son, Axel. She is an avid international traveler and is especially fond of warm, sunny destinations. Marta recently returned from a trip to Poland with Adam and Axel, where they joined her extended family. Closer to home, they spend time exploring the hiking trails along the Catawba River. When she’s not chasing a toddler, Marta enjoys yoga, card games, and spending time with family and friends.

Responsibilities

  • Wealth Planner

Education & Professional Experience

  • BSBA in International Business, Minor in German, University of North Carolina at Charlotte

Experience

  • 21 years industry experience
  • 14 years on Bragg team
  • LPL Financial – Direct Operations Manager
  • PFPC, Inc – Senior Investment Service Specialist

Outside Interests

  • Traveling
  • Yoga
  • Hiking