Bragg Financial Employee Directory

Q: Who are Bragg Financial key employees?

Some of Bragg Financial key employees are George Climer , Jennifer Muckley

Bragg Financial corporate office is located in 1031 S Caldwell St Ste 200, Charlotte, North Carolina, 28203, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Marketing

Operations

Legal

Bragg Financial CEO

Benton BraggPresident, Chief Executive Officer

Phone

See Profile

Key Employees of Bragg Financial

GC
George Climer
Chief Marketing Officer & Client Advisor
PhoneEmail
JM
Jennifer Muckl...
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Bragg Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Bragg Financial

Hundreds of professionals searching for Bragg Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HP
Heather Pitman
Email Direct
Director, Client Service
United States , North Carolina , Charlotte

PB
Phillips Bragg
Email Direct
Principal
United States , North Carolina , Charlotte

CD
Crystal Draper
Email Direct
Client Service Associate
United States , North Carolina , Charlotte

JB
John Bragg
Email Direct
Vice President
United States , North Carolina , Charlotte

JM
Jennifer Muckley
Email Direct
Chief Operating Officer
United States , North Carolina , Charlotte

AB
Anthony Bykovsky
Email Direct
Portfolio Manager
United States , North Carolina , Charlotte

SS
Steven Scruggs
Email Direct
Portfolio Management
United States , North Carolina , Charlotte

MD
Matthew DeVries
Email Direct
Portfolio Manager
United States , North Carolina , Charlotte

LK
Lauren Klaiber
Email Direct
Portfolio Manager
United States , North Carolina , Charlotte

TR
T. Rose
Email Direct
Director, Portfolio Management
United States , North Carolina , Charlotte

DC
Dawn Cannon
Email Direct
Chief Compliance Officer
United States , North Carolina , Charlotte

MP
Meghan Paladino
Email Direct
Senior Content Designer
United States , North Carolina , Charlotte

BB
Benton Bragg
Email Direct
President, Chief Executive Officer
United States , North Carolina , Charlotte

BT
Beth Tumblison
Email Direct
Portfolio Analyst
United States , North Carolina , Charlotte

MK
Marta Keiser
Email Direct
Wealth Planner
United States , North Carolina , Charlotte

MO
Meghan Oldis
Email Direct
Client Advisor
United States , North Carolina , Charlotte

TS
Taylor Saenz
Email Direct
Client Service Associate
United States , North Carolina , Charlotte

GC
George Climer
Email Direct
Chief Marketing Officer & Client Advisor
United States , North Carolina , Charlotte

MS
Marc Scavo
Email Direct
Director of Advice, Client Advisor
United States , North Carolina , Charlotte

CT
Clinton Townsend
Email Direct
Client Advisor
United States , North Carolina , Charlotte

DT
Debbie Taylor
Email Direct
Director, Client Experience
United States , North Carolina , Charlotte

NR
Nichole Rhoads
Email Direct
Client Service Associate
United States , North Carolina , Charlotte

WM
Waverly McConnell
Email Direct
Client Service Associate
United States , North Carolina , Charlotte

SB
Stephanie Bragg
Email Direct
Office Manager
United States , North Carolina , Charlotte

FB
Frank Bragg
Email Direct
Financial Advisor
United States , North Carolina , Charlotte

Former Employees at Bragg Financial

Explore people who held key positions, contributed to Bragg Financial's success, and advanced their careers.

Katherine Brooks

Help Desk, Service Sol... at Fidelity

Worked as Manager, Operations Financial Services

at Bragg Financial (2008-2020)

Direct

Jeremy Clayton

Supervisor, Engineerin... at City of Littleton, CO

Worked as Wealth Planner

at Bragg Financial

Direct

David Kania

Wealth Advisor at Green Wealth Managemen...

Worked as Institutional Sales For The Queens Road Funds ...

at Bragg Financial (2019-2020)

Direct

Mask Content

Senior Client Service ... at Modera Wealth Manageme...

Worked as Client Services Associate

at Bragg Financial (2025-2025)

Direct

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Corporate Finance Seni... at DaVita

Worked as Investment Model & Analyst

at Bragg Financial (2020-2020)

Direct

Mask Content

Receptionist at Junto Capital Manageme...

Worked as Assistant Office Manager

at Bragg Financial (2024-2025)

Direct

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Frequently Asked Questions Regarding Bragg Financial Employees

How many employees does Bragg Financial have?

Bragg Financial has 11-50 employees

Who is the CEO of Bragg Financial?

Bragg Financial’s CEO is Benton Bragg

Who are Bragg Financial key employees?

Some of Bragg Financial key employees are George Climer, Jennifer Muckley

Where is Bragg Financial located?

Bragg Financial’s headquarters are located at 1031 S Caldwell St Ste 200, Charlotte, North Carolina, 28203, United States

How do I contact Bragg Financial?

Bragg Financial Contact Info: Phone number: (704) 377-0261 Website: www.braggfinancial.com

What does Bragg Financial do?

Bragg Financial Advisors is an independent, fee-based investment advisory firm located in Charlotte, NC, specializing in wealth advisory and portfolio management. The firm serves high-net-worth families, business owners, foundations, endowments, and other institutions, providing tailored financial planning and investment strategies. With over 60 ye... Read More

Is Bragg Financial a public company?

Bragg Financial is private company therefore does not currently have an official ticker symbol

See more information about Bragg Financial Employees