President & CEO, TAG Group
Bill started his career on the floor of the New York Stock Exchange and has held a variety of positions from specialist clerk to CEO of an independent broker dealer. He has worked for large Fortune 500 wirehouses (Drexel Burnham Lambert, Smith Barney), a large pension consulting firm (Clifford Russell an affiliate of the Frank Russell Company), a captive insurance company with over 5,000 reps (AXA/Equitable), a wholesale insurance company (Hartford Life), an independent broker dealer (Advisory Group Equity Services, Ltd) and his own financial services firm.
Currently, Bill serves as the Chairman and President of TAG Group, Inc. a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA. He also serves on a number of volunteer boards and vestries.
Bill’s passion for the industry led directly to the creation of TAG 2.0 and the unique TAG Team model. As he contemplated the statistics that have current financial advisors leaving the industry at a much faster rate than younger ones are joining, he wondered about the industry’s future. What would happen to clients should their advisor either die or decide to retire, and how could current advisors maximize the value of their books of business before it was too late. By bringing a younger generation of advisors on board and pairing them with seasoned advisors considering a career transition, Bill found the solution. His unique and customizable TAG Team model provides the industry with a fool-proof formula to seamlessly transition advisors, their clients and their assets to the next generation of advisor.
Throughout his career, Bill’s goal has been to work with representatives in the financial services industry to help them to achieve their clients’ goals and build successful business models. His extensive experience in the financial service and insurance industry allows him to provide leadership, operational expertise and guidance to others in the industry.