George W. Climer III

Client Advisor at Bragg Financial Advisors, Inc.

George W. Climer III

George W. Climer III

Client Advisor at Bragg Financial Advisors, Inc.

Biography

George W. Climer III

Client Advisor

In his role as client advisor for Bragg Financial Advisors, George provides retirement planning, estate planning, investment management and general financial planning services to clients.

George graduated with an English major and Business minor from the University of North Carolina in 1993 and earned his MBA from Wake Forest University in 2000. George worked for Wachovia Bank for four years after college, where he served as Branch Manager of the bank's Myers Park office in Charlotte. Most recently, George spent over ten years as a Client Advisor and Senior Vice President in Private Wealth Management for SunTrust Bank.

George earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2003. He is a member of the Financial Planning Association.

George is married and has two daughters.

Community Service

* YMCA Camp Thunderbird board member
* Myers Park High School Foundation board member
* Selwyn Elementary School Learning Buddy
* Former board President of the Mental Health Association of the Central Carolinas
* Member of First Presbyterian Church

George W. Climer III is a Registered Representative with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
RelSci Relationships

16

Relationships
RelSci Relationships are individuals George W. Climer III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Controller, Tax, Financial & Estate Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Director of Research, Senior Portfolio Manager, Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Client Advisor 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: Average

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Paths to George W. Climer III
Potential Connections via
Relationship Science
You
George W. Climer III
Client Advisor at Bragg Financial Advisors, Inc.
Career History
Client Advisor
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

George W. Climer III is affiliated with Bragg Financial Advisors, Inc.

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