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Debra is named a finalist for D CEO Magazine's 2019 Nonprofit and Corporate Citizenship Awards

Debra is one of four finalists in the category of Corporate Leadership Excellence. The D CEO awards honor professionals and organizations in the nonprofit world that continue to make a positive impact on the community, and also recognize the efforts of the executives and corporations that support the local organizations. 

Here's the Article

Debra's Importance of Negotiation speech wins Audience Award at 2019 Advisor Group W Forum.

After being selected as one of four W Forum Visionary speakers, Debra presented her Negotiation speech to the national Advisor Group W Forum conference in Indianapolis. You may recall last year's Money + Mindset event that focused on negotiation tactics, which formed the basis and inspiration for the presentation. Following the conference, Debra's presentation was awarded "Audience Favorite" by the attendees.

Here's a Financial-Planning article covering the event

Debra joins expert panel at Markets Group 5th Annual Private Wealth Texas Forum

On February 6, 2019, Debra participated in the panel discussion "The Future of Asset Allocation" at the Markets Group Private Wealth Forum.

Learn about the conference

Debra has been named to Forbes Magazine's Best-In-State Wealth Advisors list.

We are very excited to be selected to this list. You can learn more about the criteria that goes into this prestigious honor here.

Click here to see and search the list

Debra has been named to the prestigious D CEO Magazine Dallas 500 list for 2019.

The Dallas 500 issue of D CEO Magazine surveys the leaders in North Texas and highlights the top 500 professionals across all industries. Debra has been named to the list for 2019 in the Financial Services industry group, and is profiled in the issue. Grab or order a copy today!

Debra has been selected to the Board of Trustees for Communities Foundation of Texas.

According to CFT Board Chair Jim Bass, “We are fortunate to have outstanding business and community leaders who [have] accept[ed] the call to be trustees. The varied experience and knowledge that Matrice, Gunjan and Debra are bringing to our board will help guide CFT as we work together to strengthen North Texas and improve lives across our entire state and beyond.”

Click here to learn more

Debra named to Dallas Business Journal's Network 200 list.

Each year, the Dallas Business Journal names its Network 200 list, highlighting the preeminent leaders across nine industries. Debra is featured on the Finance and Financial Services list, with a nice profile about her leadership style.

Read the full article publishes Debra's article on interest rates and bond values. is one of the best-known sources of financial information on the Internet, serving as a resource for investors, consumers, financial professionals, and students who seek guidance or information on various topics. Debra was selected to offer an explanation of the inverse relationship between interest rates and bond prices.

See the whole article

Debra was a featured speaker 2018 Advisor Group W Forum in New Orleans.

Advisor Group's annual conference offers education and networking opportunities for all women in the Advisor Group network. Valerie Brown led a panel of advisors that included Patti Brennan & Debra Brennan Tagg, each discussing her experiences growing in the industry and how focusing one's power can lead to success.

Download the discussion here

Debra selected as a DBJ 2018 Women in Business Honoree

The Dallas Business Journal has selected Debra as one of its top 30 business leaders in North Texas, an honor that highlights "decision makers that shape North Texas through legal and financial services, human resources, civil service, nonprofits and more." You can read her interview here.

Here's the FA article about the honor

The executives chosen for the Dallas Business Journal Network 200 were selected by the Dallas Business Journal editorial staff based on the staff’s assessment of the executive’s involvement in new, ground-breaking or evolving businesses in their respective industries. This recognition is not reflective of the recipient’s abilities as a financial advisor.

The D CEO Dallas Top 500 Business Leader award recipients are chosen by the editors of D CEO magazine and is not reflective of the recipient’s abilities as a financial advisor.

The Dallas Business Journal Women in Business Honorees are selected by a panel of Women in Business alumni and other community leaders. Selection is based on proven leadership success in the honoree’s business/industry, as well as community involvement.

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.