Emily Rose Sheffield

Client Service Associate at Bragg Financial Advisors, Inc.

Emily Rose Sheffield

Emily Rose Sheffield

Client Service Associate at Bragg Financial Advisors, Inc.

Biography

Emily Rose Sheffield

Client Service Associate

Emily Rose is a Client Service Associate for Bragg Financial Advisors. She comes to us from Wells Fargo Advisors where she served as a Registered Client Associate for nine years in the Private Client Group.

Emily Rose is a native of North Carolina and earned a BS from East Carolina University.

Emily Rose is married to Wes and both are enjoying being new parents to their son, Harris. She is a native Charlottean and enjoys spending time with her parents and two sisters who also live in Charlotte. In their free time, she and Wes enjoy traveling with friends and family, being outdoors, and are dedicated Carolina Panthers fans. Emily Rose is a member of Christ Episcopal Church, an active volunteer with Habitat for Humanity, the Heart Walk and the Ronald McDonald House, and a member of Good Friends of Charlotte.

Emily Rose Sheffield is a Registered Representative with Queens Road Securities, LLC Member FINRA/SIPC.

Overview

RelSci Relationships

17

Relationships

View Relationship Details

RelSci Relationships are individuals Emily Rose Sheffield likely has professional access to. A relationship does not necessarily indicate a personal connection.

Phillips Mcleod Bragg

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

Relationship likelihood: Average

George W. Climer III

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Stephanie Higgins

Office Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Matt DeVries

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

T. Ben Rose

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

Relationship likelihood: Average

Beth A. Tumblison

Registered Representative at Queens Road Securities LLC

Relationship likelihood: Average

Marta Brzozka

Associate-Client Relations at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Heather Sule

Client Service Associate at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Benton S. Bragg

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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You

Emily Rose Sheffield

Client Service Associate at Bragg Financial Advisors, Inc.

Career History

Client Service Associate

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

Emily Rose Sheffield is affiliated with Bragg Financial Advisors, Inc.

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Stay informed and up-to-date on your network with RelSci news and business alerting service. Nurture your network and further your business goals with smart intelligence on the people and companies that matter most to you.

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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