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Evan Anderson, CPA, CFP - Email & Phone Number

Client Advisor at Bragg Financial Advisors

Evan Anderson, CPA, CFP is based out of Charlotte Metro and works at Bragg Financial Advisors as Client Advisor.

Evan Anderson, CPA, CFP's Contact Information

Latest update
September 11, 2024
Location
Charlotte Metro

Evan Anderson, CPA, CFP's Work History

Client Advisor
Bragg Financial
Aug 2021 - Present
Regional Wealth Planning Manager
Wells Fargo
Mar 2013 - Aug 2021
Senior Regional Wealth Planner
Wells Fargo
Nov 2007 - Mar 2013
Regional Wealth Planner
Wells Fargo
Mar 2005 - Nov 2007
Staff Consultant
Deloitte
May 2003 - Jun 2005

Evan Anderson, CPA, CFP's Education

Bachelor of Arts (B.A.)
1995 - 1999

Evan Anderson, CPA, CFP's Skills

Finance
Strategic Financial Planning
Banking
Financial Services
Relationship Management
Investment Advisory

Evan's current employer

Bragg Financial Advisors logo

Bragg Financial Advisors

Description
Bragg Financial Advisors is an independent, fee-based, family-run investment advisory firm in Charlotte NC.
HQ Location
Charlotte, NC, United States
Number of employees
11-50
Industry
Investment Management
Latest update
May 1, 2024

Frequent questions about Evan Anderson, CPA, CFP

What company is Evan Anderson, CPA, CFP working for?
Evan Anderson, CPA, CFP works for Bragg Financial Advisors.
What is Evan Anderson, CPA, CFP's function at Bragg Financial Advisors?
Evan Anderson, CPA, CFP is Client Advisor at Bragg Financial Advisors.
Where is Evan Anderson, CPA, CFP based?
Evan Anderson, CPA, CFP is based out of Charlotte Metro.
Who are Evan Anderson, CPA, CFP's co-workers?
Evan Anderson, CPA, CFP's colleagues are Benton Bragg, Heather Pitman, Jen Muckley, Mary Daly, Adria Viscardi, Dawn Cannon, Clint Townsend, Taylor Saenz, Phillips Bragg, Lynn Araujo, Melissa Smith, Marc Scavo, Brian Bonewitz, Matt DeVries, Anthony Bykovsky.
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Evan's co-workers

Benton Bragg avatar
Benton Bragg
President, CEO
Heather Pitman avatar
Heather Pitman
Director of Client Service
Jen Muckley avatar
Jen Muckley
Director Of Family Office Services and Client Advisor
Mary Daly avatar
Mary Daly
Director of Financial Planning and Client Advisor
Adria Viscardi avatar
Adria Viscardi
Client Services Associate
Dawn Cannon avatar
Dawn Cannon
CPA
Clint Townsend avatar
Clint Townsend
Client Advisor
Taylor Saenz avatar
Taylor Saenz
Assistant Office Manager
Phillips Bragg avatar
Phillips Bragg
Principal
Lynn Araujo avatar
Lynn Araujo
CFP®
Melissa Smith avatar
Melissa Smith
Assistant Office Manager
Marc Scavo avatar
Marc Scavo
Client Advisor
Brian Bonewitz avatar
Brian Bonewitz
Portfolio Manager
Matt DeVries avatar
Matt DeVries
Portfolio Manager
Anthony Bykovsky avatar
Anthony Bykovsky
Portfolio Manager
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