Bragg Welcomes Evan Anderson, CPA, CFP®

Bragg Financial Advisors is pleased to announce that Evan Anderson has joined the firm. In his role as Client Advisor, Evan is responsible for providing informed and objective advice to guide clients towards achieving their wealth planning goals with clarity and confidence.

Evan brings more than twenty years of experience advising high-net worth individuals, closely held business owners, executives and family offices with their investment, estate, tax, business, and philanthropic planning needs. Prior to joining Bragg Financial Advisors, Evan spent over sixteen years in the Wealth Planning Group of The Wells Fargo Private Bank where he led a team of planning professionals providing financial planning services to the firm’s largest and most complex relationships with an emphasis on the business owner and multi-generational family wealth client. He began his career with Deloitte Tax where he was a part of the Private Client Advisor group in the Charlotte, North Carolina office. Evan received his Bachelor of Arts and Master of Accounting from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant and a Certified Financial Planner.

Evan is married and has five children. When not attending his kids’ basketball, lacrosse, cross-country or track events, he enjoys spending time outdoors, exercising, traveling, woodworking and cooking. Evan is active in his local church where he regularly volunteers in community service opportunities.