Phillips Mcleod Bragg

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

Phillips Mcleod Bragg

Phillips Mcleod Bragg

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

Biography

Phillips M. Bragg

Vice President, Retirement, Estate and Charitable Planning

Phillips is vice president of planning for Bragg Financial Advisors. Phillips provides extensive expertise in retirement cash flow planning as well as estate and gift planning. Phillips has comprehensive knowledge of the rules governing traditional and Roth IRAs and the planning opportunities they offer. In helping clients meet their charitable objectives, Phillips advises on the myriad alternatives available, including donor advised funds, charitable trusts, private foundations, and supporting organizations. In addition, Phillips regularly provides strategic planning for individuals considering conservation easement planning for land they would like to preserve.

A 1993 cum laude graduate of Wake Forest University, Phillips worked as a trust officer and estate planner in the Wachovia Trust Department (now Wells Fargo) before joining Bragg Financial Advisors in May of 1996. Phillips earned theCertified Financial Planner™ (CFP®) certification in 1996 and is a member of the Charlotte Estate Planning Council and the Financial Planning Association. He earned the Accredited Estate Planner® (AEP®) designation in 2013.

Phillips is married with has three sons and lives on a small family farm near Davidson, North Carolina. He enjoys trout fishing, playing golf, and working with his children on the farm. Phillips co-founded and is very active in leading a non-profit organization called Raising South Sudan. His interest in Sudan began when he met and "adopted" Lubo, one of the "Lost Boys," who was orphaned during the wars in Sudan. Lubo was settled in Charlotte along with a number of other Sundanese refugees in the late 1990s. Inspired by Lubo's story, Phillips worked to raise funds to build a school in Lubos village of Naarwang. The school was completed in 2013 and now has over 300 students attending. Phillips visited South Sudan in 2014 to see the school and community. He is committed to the ongoing success of the project and continues to raise funds in support.

Community Service and Recognition

* Honored as the Outstanding Emerging Philanthropist at the Charlotte Association of Fundraising Professionals 2011 luncheon
* Raising South Sudan: Project Catalyst and co-founder of Raising South Sudan, conceived by Lost Boys of Sudan and supported by 501c3 non-profit Mothering Across Continents
* Catawba Lands Conservancy: Board member
* Charlotte Estate Planning Council: Former President
* Financial Planning Association, Charlotte chapter: Former Board member
* Right Moves for Youth: Board member, Former Chairman, club leader, and student mentor
* Leave a Legacy: Former Chairman of the Development Committee
* St. John’s Baptist Church: Active member and former Deacon
* Foundation for the Carolinas: Former member of the Professional Advisors Cabinet
* Recipient of the J. Frank Bragg Award from Right Moves for Youth in 2004

Phillips M. Bragg is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
RelSci Relationships

638

Number of Boards

4

Number of Awards

1

Relationships
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Founder at Bragg Financial Advisors, Inc.

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Executive Director at Catawba Lands Conservancy

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Registered Representative at Queens Road Securities LLC

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Director at Catawba Lands Conservancy

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Member, Board of Directors at Catawba Lands Conservancy

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Director at Catawba Lands Conservancy

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Director at Catawba Lands Conservancy

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Board Member at Catawba Lands Conservancy

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Director at Catawba Lands Conservancy

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Associate Professor, Environmental Science Environmental Science at Queens University of Charlotte

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Phillips Mcleod Bragg
Vice President, Retirement, Estate & Charitable Planning at Bragg Financial Advisors, Inc.
Education
Undergraduate Degree

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Memberships
Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Vice President, Retirement, Estate & Charitable Planning
1996 - 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.

Boards & Committees
Advisor
Current

Queens Road Securities LLC is an American private company located in Charlotte, NC, focused on security brokers, dealers, and flotation companies.

Director
Current

Catawba Lands Conservancy operates as a land trust that conserves and manages land for public benefit. The firm by conserving land, it improves water and air quality, and protecting wildlife habitats, farmland and open natural spaces. The company was founded in 1991 and is headquartered in Charlotte, NC.

Chairman, Development Committee
Prior
Member, Professional Advisors Cabinet
Prior

Foundation for the Carolinas operates as a community foundation. It provides medical research, education, health and community development services. The company was founded in 1958 and is headquartered in Charlotte, NC.

Non-Profit Donations & Grants

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$100 - $249
2011

The Central Piedmont Community College Foundation is a 501(c)(3) non-profit charitable organization established in 1965 to generate private financial support to further the mission of Central Piedmont Community College.

$100 - $249
2010

The Central Piedmont Community College Foundation is a 501(c)(3) non-profit charitable organization established in 1965 to generate private financial support to further the mission of Central Piedmont Community College.

$1,000 +
2002

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Awards & Honors
1996
CFP (Certified Financial Planner)
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