Bragg Financial Advisors Inc

Anthony Bykovsky is a CFA® charterholder with 13 years of industry experience. He is currently with Bragg Financial Advisors Inc, where he has worked since 2021. His prior experience includes roles at Barings Securities and Barings LLC from 2017 to 2021, as well as Bedel Financial Consulting, Inc. from 2012 to 2017. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, and offers specialized services including a Small Cap Value managed account program and sub-advisory roles for mutual funds.

Marc Scavo is a CFP® and holds a Series 66 license with 22 years of industry experience. He currently works at Bragg Financial Advisors Inc and has prior experience at The Vanguard Group and TIAA-CREF. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies. The firm uses model-based portfolio management emphasizing strategic asset allocation, broad diversification, and periodic rebalancing, and it offers specialized services including a Small Cap Value managed account program and sub-advisory roles for mutual funds.

George Climer III is a CFP® with 20 years of industry experience, currently serving at Bragg Financial Advisors Inc since 2013. He is based in Charlotte, NC, and holds a Series 66 license. Outside of his advisory role, he participates in the finance committees of First Presbyterian Church of Charlotte and Myers Park High School, focusing on budget planning and endowment account reviews. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, offers a Small Cap Value managed account program, and serves as a sub-advisor to certain mutual funds.

Meghan Oldis is a CFP® professional at Bragg Financial Advisors Inc with two years of industry experience. She previously worked at Bank of America Private Bank and Wells Fargo Private Bank, accumulating over 18 years in private banking prior to joining Bragg Financial Advisors. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification through written Investment Policy Statements, offering services that include model-based portfolio management, a Small Cap Value managed account program, and sub-advisory roles to mutual funds.

Matthew Devries is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Bragg Financial Advisors Inc since 2015. He is based in Charlotte, NC, and holds a Series 63 license. Devries is a member of the Investment Committee at Camp Luck, a nonprofit organization in Cherryville, NC. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, and is notable for its Small Cap Value Managed Account Program and sub-advisory role for small-cap value and value mutual funds.

Evan Anderson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Bragg Financial Advisors Inc since 2021. Prior to joining Bragg Financial Advisors, he worked at Wells Fargo Bank, N.A. for eight years. Bragg Financial Advisors is a multi-advisor, family-owned firm offering financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm follows a model-based investment approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, and it operates specialized programs such as a Small Cap Value Managed Account Program and sub-advisory services for mutual funds.

Thomas Rose is a CFP® and CFA® with 30 years of industry experience. He has been with Bragg Financial Advisors Inc since 2012. The firm is a family-owned, multi-advisor investment advisory that serves individuals, charitable organizations, corporations, and investment companies through financial planning and discretionary portfolio management. Bragg Financial Advisors emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, and is also noted for its role as a sub-advisor to small-cap value and value mutual funds.

Lauren Klaiber is a CFA® charterholder with over four years of industry experience. She currently works at Bragg Financial Advisors Inc and previously held roles at Wells Fargo Investment Institute, Inc. and Wells Fargo & Co. She is based in Charlotte, NC. Bragg Financial Advisors is a family-owned, multi-advisor investment advisory firm serving individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, offering model-based portfolio management, a Small Cap Value managed account program, and sub-advisory services to mutual funds.

Clinton Townsend is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Bragg Financial Advisors Inc. He previously worked at Laurel Wealth Advisors, LLC for seven years. Townsend is based in Charlotte, NC. Bragg Financial Advisors is a family-owned, multi-advisor firm that provides financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and occasionally investment companies. The firm emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, and operates a Small Cap Value Managed Account Program along with sub-advisory services to mutual funds.

Jennifer Muckley is a CFP® professional with eight years at Bragg Financial Advisors Inc and three years of prior experience at Wells Fargo Bank dba Abbott Downing, totaling 11 years in the financial industry. She is based in Charlotte, NC. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and discretionary portfolio management, including a Small Cap Value managed account program and sub-advisory services to mutual funds.

John Bragg III is a CFP® professional with 37 years of industry experience, currently practicing at Bragg Financial Advisors Inc in Charlotte, NC. He has been with Bragg Financial Advisors since 1990 and worked previously at Queens Road Securities, LLC from 2001 to 2020. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and some investment companies. The firm follows a model-based investment approach focused on strategic asset allocation, broad diversification, and periodic rebalancing, with notable involvement as a sub-advisor to small-cap value and value mutual funds.

Benton Bragg is a CFP® and CFA® with 32 years of experience in financial advising. He is the principal of Bragg Financial Advisors Inc and previously spent 20 years at Queens Road Securities, LLC. Bragg serves on the boards and investment committees of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts and Wingate University. Bragg Financial Advisors is a family-owned, multi-advisor firm offering financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, operating distinctive small-cap value investment programs and serving as a sub-advisor to mutual funds.

Lynn Lins De Araujo is a CFP® with five years of industry experience, currently affiliated with Bragg Financial Advisors Inc in Charlotte, NC. She has worked at Wachovia Securities, LLC and Wachovia Bank, N.A. since 2002 and 2003, respectively. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, offering model-based portfolio management and a Small Cap Value managed account program, along with sub-advisory services to mutual funds.

Steven Scruggs is a CFA® charterholder with 26 years of experience in the financial industry. He is affiliated with Bragg Financial Advisors Inc in Charlotte, NC, where he has worked since 2000. Prior to and concurrently, he spent 20 years at Queens Road Securities, LLC. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies with financial planning and discretionary portfolio management. The firm emphasizes strategic asset allocation and broad diversification, offering model-based portfolios, a Small Cap Value managed account program, and sub-advisory services to mutual funds.

Phillips Bragg is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience, currently serving at Bragg Financial Advisors Inc in Charlotte, NC. He previously worked for Queens Road Securities, LLC for 20 years and has been with Bragg Financial Advisors since 1996. Outside of his advisory role, he serves as treasurer of Edgemont, Ltd, a fishing club in North Carolina and Tennessee. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, offering model-based management and sub-advisory services including a specialized Small Cap Value Managed Account Program.