Emily Rose Sheffield
Wealth Planner at Bragg Financial
- Role
- Wealth Planner at Bragg Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Emily Rose Sheffield
As a Wealth Planner at Bragg Financial Advisors, I partner with clients and a…
Experience
Wealth Planner
Dec 2024 — Present · Charlotte, NC, US
Education
East Carolina University
Bachelor of Science (BS)
2002 — 2006
Skills
- Volunteering
- Customer Service
- Series 63
- Supportive Services
- Microsoft Office
- Organization Skills
- Wealth Management
- Alternative Investments
- Client Associate
- Securities
- Equities
- Asset Allocation
- Mutual Funds
- Multi-Tasking
- Retirement Planning
- Investments
- 401k Rollovers
- Client Relations
- Portfolio Management
- Communicator
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