Mary Lou Daly

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

Mary Lou Daly

Mary Lou Daly

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

Biography

Mary Lou Daly

Director of Planning; Client Advisor

Mary Lou is the Director of Planning and Client Advisor for Bragg Financial Advisors, where she provides retirement, estate, investment, and financial planning services to clients. Prior to joining Bragg Financial in the spring of 2011, Mary Lou worked as a CPA, providing tax services to a wide variety of clients, including other single CPA practitioners in the Charlotte area. Mary Lou has more than 15 years of tax experience.

Mary Lou received her Bachelor of Arts degree from Davidson College in 1988, majoring in Economics. While working at Price Waterhouse, she attended night school at the University of Hartford and received her Master's Degree in Professional Accounting with a concentration in Tax. She earned her CPA designation in NC in 1989 and is a member of the North Carolina Association of Certified Public Accountants and the AICPA. In the fall of 2009, she passed the Certified Financial Planner™ exam and in 2013 earned the right to use the CFP® mark.

Originally from Huntington, West Virginia, Mary Lou is married and has two boys. Her oldest, Michael, will graduate from Wake Forest in May 2017. Tyler, her youngest, is a student at University of Richmond. Mary Lou was Davidson-bound from birth. Her father, uncle, and brother all graduated from Davidson College. While there, Mary Lou was a cheerleader. She continues to cheer on the Davidson basketball team.

Mary Lou is a PK (Preacher's Kid) and grew up with a father who served 15+ years as a Presbyterian minister. She is actively involved at Covenant Presbyterian church where she founded and currently leads a speaker series for their Women's Breakfast Ministry. Her passion outside of the office is to provide financial education to individuals in need. Following in the footsteps of her mother who was a teacher, Mary Lou makes financial literacy presentations to primarily high school students and at-risk parents. Much to the chagrin of her children, they are frequently used as examples of what not to do. Some of the groups she works with are Right Moves for Youth, The Learning Collaborative, Myers Park High School, Junior Achievement and the YBM/YBW Leadership Alliance.

In her free time as an empty-nester, Mary Lou enjoys reading, running, gardening and paddle boarding. She and her husband, Michael, are also the hosts of the annual Bragg Poker Party.

* Money Smart Week: Board Member
* North Carolina Association of CPAs: Member
* AICPA: Member
* Financial Planning Association, Charlotte Chapter: Pro-Bono Director
* Covenant Presbyterian Church: Elder, Leader of the Women's Breakfast, Past Education Chair, former member of Personnel Committee, former member of Associate Pastor Search Committee
* Church In Vocation: Member
* Women's Impact Fund: Member
* The Learning Collaborative, a non-profit NAEYC accredited preschool for at-risk children: Past board member and Treasurer

Mary Lou Daly is a Registered Representative with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
RelSci Relationships

17

Relationships
RelSci Relationships are individuals Mary Lou Daly 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

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Average

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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Mary Lou Daly
Director of Planning & Client Advisor at Bragg Financial Advisors, Inc.
Career History
Director of Planning & 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

Mary Lou Daly is affiliated with Bragg Financial Advisors, Inc.

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