Bragg Financial Advisors is pleased to announce that Jen Muckley has joined the firm as Director of Family Office Services and Client Advisor.
Jennifer is the Director of Family Office Services and Client Advisor for Bragg Financial Advisors. She is responsible for providing multi-generational family wealth planning services to clients, focusing on their goals of preserving, transferring and managing their wealth. She collaborates with colleagues, clients and their advisors to provide comprehensive solutions to the complex financial needs of individuals and families.
Jennifer previously spent eleven years working with ultra-high-net worth families and individuals at Abbot Downing (and its various predecessor organizations) in their Charlotte office where she oversaw client administration as well as relationship management for the rising generation of families. Prior to joining Abbot Downing, Jennifer was a relationship associate at U.S. Trust Company in New York City also working with high-net-worth individuals.
Jennifer graduated with honors receiving her master’s degree in business administration from Wake Forest University. She earned her bachelor of science degree in business management with a concentration in finance from Binghamton University. Jennifer also holds the Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor (CTFA®) certifications.
Jennifer is currently a member of the Charlotte Estate Planning Council and is a Vanguard member of the Charlotte Arts and Science Council. She enjoys coaching for Girls on the Run and training for half and full marathons while fundraising for various cancer support and research charities.
She grew up in upstate New York and now makes her home in Huntersville, North Carolina, with her husband and two dogs.