Debra Brennan Tagg

Debra Brennan Tagg, CFP® is President of BFS Advisory Group located in Dallas, Texas. 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 successful families, high-net-worth individuals, and business owners who want to be good stewards of their wealth. She and her team tailor financial and tax strategies and design investment portfolios to meet each client’s wealth building, education, philanthropic, personal legacy and financial independence goals.

COMMUNITY LEADERSHIP / BOARD SERVICE

Debra is also a community leader striving for permanent positive change in Dallas and serves locally on the Children’s Health Board (Governance Committee Chair) and Communities Foundation of Texas’ Board (Housing Strategy Committee Chair). 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.

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. A nationally recognized financial planner and 2020 InvestmentNews Woman to Watch, Debra educates financial advisors and investors of all types through speaking engagements and writing.