Bragg Financial
Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service. SEC Investment Adviser Search: https://adviserinfo.sec.gov/
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Verified contacts
34
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
846
organic / mo
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Decision-makers and verified team members
34 contacts with verified email or phone · masked until revealed.
- DT
Debbie Taylor
Client Experience Officer · Customer/Client Service
EmailPhone - EA
Evan Anderson
Director of Advice and Client Advisor · General Business & Management
EmailPhone - HP
Heather Pitman
Director of Client Service · Customer/Client Service
EmailPhone - JB
John Bragg
VP · General Business & Management
EmailPhone - AB
Anthony Bykovsky
Portfolio Manager · Finance & Accounting
EmailPhone - MK
Marta Keiser
Wealth Planner · Finance & Accounting
EmailPhone - MD
Matt Devries
Portfolio Manager · Finance & Accounting
EmailPhone - MO
Meghan Oldis
Client Advisor · Finance & Accounting
EmailPhone - SS
Steve Scruggs
Portfolio Management · Finance & Accounting
EmailPhone
Showing 9 of 34 verified contacts
Top roles at Bragg Financial
21 distinct titles indexed · top 10 shown.
- 4portfolio manager
- 3client advisor
- 3client service associate
- 3client services associate
- 3wealth planner
- 1administrative specialist
- 1assistant office manager
- 1ceo
- 1cfp
- 1chief operating officer
- +11more titles
Sign up to unlock all 34 contacts at Bragg Financial
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