Bragg Financial Advisors Inc

Anthony Bykovsky is a CFA® charterholder with 13 years of industry experience. He has been with Bragg Financial Advisors Inc since 2018 and previously worked at Barings Securities, Barings LLC, and Bedel Financial Consulting. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Marc Scavo is a CFP® with 23 years of industry experience, currently advising at Bragg Financial Advisors Inc in Charlotte, NC. He has previously worked at The Vanguard Group, Inc. for nine years and held roles at TIAA-CREF and Tiaa for four years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation through written Investment Policy Statements, broad diversification, and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

George Climer III is a CFP® professional with 21 years of industry experience, currently serving at Bragg Financial Advisors Inc since 2013. He is based in Charlotte, NC, and holds the Series 66 designation. Outside of his advisory role, Climer participates on the Finance and Investment Committees for both the First Presbyterian Church of Charlotte and Myers Park High School, focusing on endowment review and cash management. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and long-term holdings, offering discretionary portfolio management, financial planning, and access to independent managers, including oversight of affiliated mutual funds.

Meghan Oldis is a CFP® professional with three years of industry experience, currently serving at Bragg Financial Advisors Inc. Prior to joining Bragg in 2023, she worked for Bank of America Private Bank for four years and Wells Fargo Private Bank for fourteen years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm employs a strategic asset allocation approach with broad diversification and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

Matthew Devries is a CFA® charterholder with 17 years of industry experience. He has been with Bragg Financial Advisors, Inc. since 2015. Devries serves on the investment committee of Camp Luck, a nonprofit organization in Cherryville, NC. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Evan Anderson is a CFP® with six years of industry experience, currently advising at Bragg Financial Advisors Inc. He spent eight years at Wells Fargo Bank, N.A. before joining Bragg Financial Advisors, where he has worked for the past five years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm focuses on strategic asset allocation, broad diversification, and long-term holdings, offering discretionary portfolio management, financial planning, and managed-account services, including sub-advisory roles on mutual funds and independent manager mandates.

Thomas Rose is a CFP® and CFA® with 31 years of industry experience. He has been with Bragg Financial Advisors, Inc. in Charlotte, NC, for 14 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Lauren Klaiber is a CFA® charterholder with four years of experience in the financial industry. She is currently with Bragg Financial Advisors Inc and previously worked at Wells Fargo Investment Institute and Wells Fargo & Co. Lauren is based in Charlotte, NC. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm’s investment approach focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management and financial planning services.

Clinton Townsend is a CFA® charterholder and holds a Series 65 license, with 7 years of industry experience. He is currently with Bragg Financial Advisors, Inc., where he has worked since 2023, following a seven-year tenure at Laurel Wealth Advisors, LLC. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation, diversification, and long-term holdings, offering discretionary portfolio management and managed-account services, including sub-advisory roles for mutual funds.

Jennifer Muckley is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Bragg Financial Advisors Inc since 2018. Prior to joining Bragg, she worked for three years at Wells Fargo Bank dba Abbott Downing. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation with broad diversification and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

John Bragg III is a CFP® with 37 years of experience and serves at Bragg Financial Advisors Inc in Charlotte, NC. He was previously with Queens Road Securities, LLC for 19 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, providing discretionary portfolio management, financial planning, and managed-account services.

Benton Bragg is a CFP® and CFA® with 33 years of experience in the financial advisory industry. He has worked at Bragg Financial Advisors since 1993 and spent 20 years at Queens Road Securities, LLC. Bragg serves on the finance committees and boards of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts, Wingate University, Dowd YMCA, and Davidson College Presbyterian Church. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, diversification, and longer-term holdings through discretionary portfolio management and managed-account services, and also manages and sub-advises mutual funds.

Lynn Lins De Araujo is a financial advisor at Bragg Financial Advisors Inc with the CFP® designation and Series 63 license. She has six years of industry experience and has worked at Wachovia Securities, LLC and Wachovia Bank, N.A. since 2002. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Steven Scruggs is a CFA® charterholder with 26 years of experience in the financial services industry. He has worked at Bragg Financial Advisors Inc since 2000 and previously spent 20 years with Queens Road Securities, LLC. Bragg Financial Advisors, Inc. is a family-owned investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, diversification, and rebalancing, offering discretionary portfolio management and financial planning services, often through portfolio models managed directly or by independent managers.

Phillips Bragg is a CFP®-certified financial advisor with 29 years of industry experience. He is affiliated with Bragg Financial Advisors Inc, where he has worked since 1996, and previously spent 20 years at Queens Road Securities, LLC. Outside of his advisory role, he serves as treasurer of Edgemont, Ltd., a fishing club located in North Carolina and Tennessee. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation with written Investment Policy Statements, broad diversification, and a longer-term investment approach, managing client accounts through portfolio models directly or via independent managers.