“Women have been totally misunderstood in finance.”

Debra Brennan Tagg
President
BFS Advisory Group
.…quoted in the D CEO article “The Future of Wealth Management is Female.”

Tagg is just one of several high-achieving female financial advisers quoted in D CEO’s recent story “The Future of Wealth Management is Female.” The article notes that by 2030, women in the U.S. will control nearly five times more wealth than they did 10 years ago. And increasingly, women are among the wealth managers who advise them on how to grow and protect their money.

“It just drives me crazy to think that I know that this is such a wonderful career in so many ways and that a lot of women don’t know about it—and plenty of men know about it,” Tagg told D CEO. “I’m happy for the men to keep doing it. This doesn’t need to be like a ‘rah, rah women and down with men’ thing. … I just want more women to be exposed to this career; I think the more women who are exposed to the career, the more they will help other women.”

D CEO also quotes Frances Gardner of Gardner Wallace; Pallavi Srivastava, a director of investments at Tolleson Wealth Management; and Jamie Ford, a vice president at Morgan Stanley, on their roles in Dallas’ nationally prominent financial services ecosystem.

You can read the story here.

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