Broker Check
Debra Brennan Tagg, CFP®

Debra Brennan Tagg, CFP®

President

Speaking Engagements      Our Philanthropy

Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ and president of BFS Advisory Group. Debra is also the creator of the DBT360 Financial Plan, a proprietary program that helps her clients use their money to have the life they want by prioritizing their goals, leveraging their resources, and addressing their risks, all through a framework of their personal values.

Debra is a wealth manager for both individual and institutional clients, focusing on the unique challenges facing aspiring families, high-net-worth individuals, women and entrepreneurs. She and her team tailor financial and tax strategies and design investment portfolios 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 and serves locally on the Children’s Health Board and the Communities Foundation of Texas Board. 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. A nationally recognized financial planner and 2020 InvestmentNews Woman to Watch, Debra educates financial advisors and investors of all types.

The industry veteran was the inaugural chair of the Osaic (formerly 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 and photography.

 


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.

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.