Bragg Financial

Bragg Financial

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05/14/2026

A perfect afternoon at the Charlotte Knights game topped off with a big WIN! It doesn't get much better than a company outing at the ballpark.

Photos from Bragg Financial's post 05/05/2026

We had such a great time at Eastover Elementary’s Beat the Eagle event! Coffee for teachers and parents, bubble wands for students—and lots of smiles all around. It’s a special honor to support a school that’s now shaping the fourth generation of the Bragg Financial team. 💚☕🫧

Photos from Bragg Financial's post 04/27/2026

And just like that, the fifth Bragg Financial Shred It is in the books! A big thank you to everyone who came out—and cleared out. You’re the reason we love what we do!

Photos from Bragg Financial's post 04/22/2026

Meet Alex Wagner, our newest Client Service Associate! With eleven years of experience, she brings a thoughtful attention to detail and a genuine enthusiasm for caring for clients. Outside the office, Alex enjoys traveling and spending time with family, often at the same time. We’re excited to welcome her to the Bragg Financial team! Get to know more about Alex at https://buff.ly/i3NfkJx.

04/16/2026

If we learned anything in the first quarter of 2026, it’s that the world still runs on oil. With uncertainty in the headlines, Portfolio Manager Matt DeVries takes a step back and looks for value in volatility. Learn more in his latest quarterly commentary, available at https://buff.ly/8OeOsQ1.

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Telephone

Address


1031 S. Caldwell Street, Suite 200
Charlotte, NC
28203

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm