Benton S. Bragg

President & Chief Executive Officer at Bragg Financial Advisors, Inc.

Benton S. Bragg

Benton S. Bragg

President & Chief Executive Officer at Bragg Financial Advisors, Inc.

Overview
Career Highlights

Bragg Financial Advisors, Inc.

RelSci Relationships

477

Primary Location

Huntersville, NC, United States

Number of Boards

9

Number of Awards

4

Relationships
RelSci Relationships are individuals Benton S. Bragg likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Former Executive Vice President, General Counsel & Secretary at Belk, Inc.

Relationship likelihood: Strong

Member Emeritus, Board of Trustees at Queens University of Charlotte

Relationship likelihood: Strong

President at NAI Southern Real Estate

Relationship likelihood: Strong

Regional Managing Director, Carolina West Region at Wells Fargo Bank, NA (Private Banking)

Relationship likelihood: Strong

President at Central Piedmont Community College

Relationship likelihood: Strong

Paths to Benton S. Bragg
Potential Connections via
Relationship Science
You
Benton S. Bragg
President & Chief Executive Officer at Bragg Financial Advisors, Inc.
Education
MBA
Class of 1997

The Wake Forest School of Business was founded in 1969 as the Babcock School of Management, and the School now houses both graduate and undergraduate programs in the new Farrell Hall facility on the main Wake Forest campus. The School also maintains a campus in Charlotte, N.C., which houses an MBA program for working professionals. The School of Business offers six Master programs and four joint-degree programs, including full-time and part-time Master of Business Administration, Master of Science in Accountancy and Master of Arts in Management. The School offers a Bachelor of Science (BS) degree program for undergraduates. This is a four-year degree with majors in accountancy, business and enterprise management, finance, and mathematical business.

BA, cum laude
Class of 1990

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current
Career History
President & Chief Executive Officer
1998 - Current

Bragg Financial Advisors' portfolio construction and management process emphasizes diversification and strategic allocation among different asset classes. The firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Branch Manager
1989 - 1992

Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios.

Vice President of Administration
2007 - Prior

Mecklenburg County Council Boy Scouts of America operates as a non profit organization that Provides community development programs. Its programs include advancement and merit badges, alumni, boy scouts, cub scouts, COPE and climbing, eagle scouts, and shooting sports. The company was founded in 1915 and is headquartered in Charlotte, NC.

Boards & Committees
Chairman, Investment Committee
1993 - Current

Bragg Financial Advisors' portfolio construction and management process emphasizes diversification and strategic allocation among different asset classes. The firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Director
Current

Mecklenburg County Council Boy Scouts of America operates as a non profit organization that Provides community development programs. Its programs include advancement and merit badges, alumni, boy scouts, cub scouts, COPE and climbing, eagle scouts, and shooting sports. The company was founded in 1915 and is headquartered in Charlotte, NC.

Vice Chair, Board of Trustees
Prior - 2020

Central Piedmont Community College (CPCC) is a large community college in Charlotte, North Carolina. Commonly known as CPCC or Central Piedmont, it one of the largest community colleges in the North Carolina Community College System and the largest community college on the East Coast of the United States.

Member of Personnel Committee
2008 - 2009
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2003

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

$1,000 +
2002

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Political Donations
$250
2012

Senator at Office of the Senator from North Carolina, Thom Tillis

Awards & Honors
2000
CFA (Chartered Financial Analyst)
1995
CFP (Certified Financial Planner)
1995
Chartered Financial Consultant
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Benton S. Bragg. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Benton S. Bragg's profile does not indicate a business or promotional relationship of any kind between RelSci and Benton S. Bragg.