Debra Brennan Tagg

Chair, National Advisory Board @Advisor Group

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2021 — Present

Chair, National Advisory Board @Advisor Group

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Inaugural Chairperson of the keystone project of Advisor Group, one of the nation\'s largest networks of independent wealth management advisors. The National Advisory Board provides insight to Advisor Group\'s executive team on a broad range of business-critical topics, including technology, service and improving the client experience.

EDUCATION

1990 — 1994

Villanova University

BS, Marketing

SKILLS

Retirement PlanningPortfolio ConstructionLeadershipSmall BusinessFinancial PlanningPublic SpeakingInvestmentsStrategic PlanningFinancial AdvisoryEvent PlanningStrategyWealth ManagementRetirementFinanceManagementEntrepreneurshipMarketingMutual Funds

ABOUT DEBRA BRENNAN TAGG

I founded BFS Advisory Group to embody the future of wealth management–as a smart, diverse, experienced, woman-led team providing transparent pricing, personalized recommendations and confidence-building relationships with clients. As the president, I lead an independent fiduciary team of financial advisors dedicated to helping entrepreneurs, families, high net worth individuals and women invest for the life they want. My desire to create a better future fuels my work as president of BFS Advisory Group. It\'s also the reason I serve as Board Chair for Advisor Group and its independent wealth management firm members. And it fills my free time, which is spent volunteering for organizations that make a difference in the lives of North Texans. I serve as chair of the Investment Committee for Children\'s Health Systems of Texas, on the Communities Foundation of Texas Board of Directors and chair the largest community-wide giving event in the nation — North Texas Giving Day.For full broker/dealer disclosures and award disclosures, please visit

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