Debra Brennan Tagg, CFP®
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ and president of BFS Advisory Group, the advisory division of Brennan Financial Services. Debra is also the creator of the DBT360 Financial Plan, a proprietary program that helps her clients invest for the lives they want. The process prioritizes goals, leverages resources, and addresses risks to create a 360-degree, long- term financial plan.
Debra is a financial planner for both individual and institutional clients, focusing on the unique challenges facing aspiring families, high-net-worth individuals, women and entrepreneurs. She can tailor investment and insurance programs designed to meet each client’s retirement, education, wealth building and estate planning goals.
Debra is also a community leader striving for permanent positive change in Dallas. She is among D CEO’s Dallas 500, the most powerful business leaders in DFW; was named the 2019 Corporate Leader of the Year for D CEO’s Nonprofit and Corporate Citizenship Awards; and was the United Way of Metropolitan Dallas 2015 Innovator of the Year. She serves various boards and committees including:
- Children’s Medical Center, Board Member
- Children’s Health Investment Committee, Chair
- Children’s Health Foundation Board Executive Committee, Member
- Communities Foundation of Texas (CFT), Board Member
- CFT Investment Committee, Member
- CFT Relationship Committee, Chair
- CFT, Trustee Sponsor for Be In Good Company, a program of CFT4B
A nationally recognized financial planner and 2020 InvestmentNews Woman to Watch, Debra educates financial advisors and investors of all types. She is a sought-after speaker and co- hosted “Dollars and Sense,” her firm's weekly radio program on WBAP-AM. Debra also produced and co-hosted the weekly television program “Smart Money Live with the Brennans” on WFAA-TV in 2006 and 2007.
The industry veteran chairs the Advisor Group National Advisory Board and is the past chair of the FSC Securities Board. She is a member of the RIA Institute Advisory Board, as well as the Financial Planning Association and the Financial Services Institute.
Debra lives in Dallas with her husband and two children. Her hobbies include yoga, travel, writing, photography and music.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Please note that we may require additional disclosure after we review the 2020 Investment News Woman to Watch award.
The 2020 Investment News Women to Watch selects recipients based upon accomplishments, contribution to the industry, leadership and community involvement. Nominations of Professionals from all areas of the financial advisory industry are selected by Investment News as winners. Winning Financial Professionals may select promotional materials about this award for a fee.