George Climer
Director of Market Strategy, Client Advisor at Bragg Financial Advisors
- Role
- Director of Market Strategy, Client Advisor at Bragg Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Director of Market Strategy, Client Advisor
Jul 2013 — Present · Charlotte, NC
Bragg Financial Advisors has been helping families and institutions reach their financial goals and objectives for over 60 years. Today Bragg Financial offers fee-based investment management and financial, tax and estate planning for wealthy families and provides consulting and investment selection, monitoring and due diligence for companies, endowments, and private foundations. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service.
Education
The University of North Carolina at Chapel Hill
BA, English Major, Business Minor
1989 — 1993
Wake Forest University School of Business
MBA
1998 — 2000
Skills
- Risk Management
- Wealth
- Financial Modeling
- Credit Analysis
- Small Business Lending
- Financial Services
- Securities
- Estate Planning
- Series 63
- Investment Management
- Alternative Investments
- Mutual Funds
- Capital Markets
- Fixed Income
- Wealth Management Services
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