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

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

Relationship likelihood: Average

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Office Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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

Relationship likelihood: Average

Registered Representative at Queens Road Securities LLC

Relationship likelihood: Average

Associate-Client Relations at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Client Service Associate at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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Emily Rose Sheffield
Client Service Associate at Bragg Financial Advisors, Inc.
Career History
Client Service Associate
Current

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.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Emily Rose Sheffield. 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 Emily Rose Sheffield's profile does not indicate a business or promotional relationship of any kind between RelSci and Emily Rose Sheffield.