Debbie Taylor

Client Experience Officer at Bragg Financial Advisors, Inc.

Debbie Taylor

Debbie Taylor

Client Experience Officer at Bragg Financial Advisors, Inc.

Biography

Debbie is the Client Experience Officer at Bragg Financial Advisors and is responsible for the overall client experience—providing our clients with a high level of personal service and working with our Bragg Financial team on continuous improvements to better serve our clients. Debbie also works closely with the Charlotte retirement communities and provides our clients with information and guidance when they are considering a retirement community. She is also our liaison on many of our Bragg-sponsored events.

Prior to working with Bragg Financial, Debbie spent 20 years in the hospitality industry. Recruited by Marriott Corporation in college, Debbie began her management career with the Charlotte Marriott City Center in 1985. She also held sales and management positions with the Omni Charlotte Hotel and The Duke Mansion. She was active in hospitality professional associations, including serving as the Carolinas Chapter President for the International Special Events Society, now known as the International Live Events Association.

Debbie enjoys taking her dog, Arlie, for morning walks and getting a jump on her 10,000-step daily goal. She's a big fan of Jazzercise and enjoys spending time outdoors hiking and biking. One of her biggest fitness accomplishments was joining her husband, Mark, on a week-long, 400-mile bike ride across the state of Iowa. Debbie is a Girl Scout Leader and is a member of Good Friends of Charlotte. She's also a bit of a crafter, occasionally gifting folks in the office with hand-knitted or sewn treasures.

Debbie Taylor is a Registered Representative with Queens Road Securities, LLC Member FINRA/SIPC.

Overview

RelSci Relationships

17

Relationships

View Relationship Details

RelSci Relationships are individuals Debbie Taylor likely has professional access to. A relationship does not necessarily indicate a personal connection.

J. Frank Bragg, Jr.

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Benton S. Bragg

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

T. Ben Rose

Portfolio Manager & Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Matt DeVries

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Suzanne Wittebort

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

Dawn M. Cannon

Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Mary Lou Daly

Director of Planning & Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Phillips Mcleod Bragg

Vice President, Retirement, Estate & Charitable Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

George W. Climer III

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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Debbie Taylor

Client Experience Officer at Bragg Financial Advisors, Inc.

Career History

Client Experience Officer

Current

Bragg Financial Advisors, Inc.

Bragg Financial Advisors' investment approach emphasizes diversification, long-term holding periods and fundamental analysis. 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.

Other Affiliations

Debbie Taylor is affiliated with Bragg Financial Advisors, Inc.

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Browse in-depth profiles on 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.

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