Regan Bragg, Client Service Associate
Regan is InVestra’s Client Service Associate. By serving as a liaison with clients and seamlessly aligning service requests with the relevant InVestra team members, she plays a key role on our team. She will assist you by answering calls, providing information and answering questions about your accounts, and assisting with timely needs-based services.
Regan is in her third year at the University of South Carolina and is currently working towards a Bachelor of Science in Business Administration at the Darla Moore School of Business. She is studying Finance; however, she has experience in Marketing and a special interest in Management and Accounting.
In her spare time, she enjoys making crafts, reading, and spending time with her kitten, Cornelia. Regan is excited to gain experience in her field of interest and learn firsthand at a business with such a strong mission and values. For your security, all Regan’s work will be completed on-site in our downtown Columbia, SC location to ensure your confidentiality is maintained.
Contact Us to find out more about our Financial Management Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-904-880-7878.
Regan Bragg
Client Service Associate
Regan Bragg
Client Service Associate
Regan Bragg, Client Service Associate
Regan is InVestra’s Client Service Associate. By serving as a liaison with clients and seamlessly aligning service requests with the relevant InVestra team members, she plays a key role on our team. She will assist you by answering calls, providing information and answering questions about your accounts, and assisting with timely needs-based services.
Regan is in her third year at the University of South Carolina and is currently working towards a Bachelor of Science in Business Administration at the Darla Moore School of Business. She is studying Finance; however, she has experience in Marketing and a special interest in Management and Accounting.
In her spare time, she enjoys making crafts, reading, and spending time with her kitten, Cornelia. Regan is excited to gain experience in her field of interest and learn firsthand at a business with such a strong mission and values. For your security, all Regan’s work will be completed on-site in our downtown Columbia, SC location to ensure your confidentiality is maintained.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-904-880-7878.
