Meghan Oldis, CPA, CFP®

Meghan is a Client Advisor at Bragg Financial Advisors. In her role, she is responsible for advising clients in the areas of tax and wealth planning.

Meghan has more than 20 years of experience developing and implementing customized strategies to assist clients with multiple aspects of their financial lives including cash flow and lifestyle planning, retirement planning, concentrated stock management, benefit and equity compensation planning, gift and estate planning and charitable giving. Prior to joining Bragg Financial, Meghan was a Wealth Strategies Advisor with Bank of America Private Bank supporting clients throughout the lifecycle of their careers, helping them pursue a more secure financial future for themselves and their families. She spent over 14 years prior to that with the Wealth Planning Group of Wells Fargo Private Bank where she advised high-net-worth individuals and business owners. She began her career with PricewaterhouseCoopers in their Personal Financial Services group in Washington, DC, focusing on tax compliance and consulting.

Meghan received her Bachelor of Business Administration in Accounting from The College of William & Mary in Williamsburg, Virginia. She holds her Certified Public Accountant license in North Carolina and Virginia and is a Certified Financial Planner™. She is a member of the North Carolina Association of Certified Public Accountants, AICPA, and Charlotte Estate Planning Council.

Originally from Northern Virginia, Meghan moved to Charlotte in 2006. In her free time, she enjoys traveling, playing volleyball, cycling, strength training, live music, and jigsaw puzzles. In honor of her sister who is a leukemia survivor, she has participated in the Leukemia & Lymphoma Society’s Team in Training since 2010, raising money and awareness while training for endurance events including a half marathon, triathlon, and century bike ride. Most recently, she was a candidate for LLS’s Charlotte Visionary of the Year.