Emily Rose Sheffield
Wealth Planner @Bragg Financial
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2024 — Present
Wealth Planner @Bragg Financial
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Charlotte, NC, US
EDUCATION
2002 — 2006
East Carolina University
Bachelor of Science (BS)
SKILLS
VolunteeringCustomer ServiceSeries 63Supportive ServicesMicrosoft OfficeOrganization SkillsWealth ManagementAlternative InvestmentsClient AssociateSecuritiesEquitiesAsset AllocationMutual FundsMulti-TaskingRetirement PlanningInvestments401k RolloversClient RelationsPortfolio ManagementCommunicator
ABOUT EMILY ROSE SHEFFIELD
As a Wealth Planner at Bragg Financial Advisors, I partner with clients and a…
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