Caty S. Bragg, CFP®

Caty S. Bragg, CFP®

Vice President,
Financial Advisor

  • Inverness, MS
  • To Kill a Mockingbird | It's a Wonderful Life
  • My husband, son, and friends.
  • "Nothing is routine when dealing with the lives of other people." - Dr. Donald W. Zacharias
  • Self-awareness, humor, and humility

Financial Advisors

Caty Bragg is a wealth management financial advisor based in Birmingham, Al.

Caty joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where she served as a client advisor for high-net-worth individuals and families.

In her role as vice president and financial advisor for CAPTRUST, she specializes in client advocacy as a fiduciary, reducing financial planning complexities, and building roadmaps that lead to improved financial results for high-net-worth individuals and families.

Caty earned her Bachelor of Arts degree in communication with an emphasis in public relations from Mississippi State University, and she holds the CERTIFIED FINANCIAL PLANNERTM designation.

Education

  • Bachelor of Arts degree in communication with an emphasis in public relations from Mississippi State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNERTM

Industry Involvement

  • Member, Rotaract Club of Birmingham

News & Resources

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