4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2020
- 205.949.6040
-
2000 Southbridge Pkwy
#500
Birmingham, AL 35209
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 is a vice president, financial advisor, based out of our Birmingham, Alabama office.
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, 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
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
11 months ago
Financial Planning Checklist for Times of Crisis
It can be tough to keep cool when you see...
