Required Submission | Application Deadline: April 18, 2025

  • Must be enrolled in an undergraduate program in the upcoming year with the intent to work in the financial services industry or currently working in the financial services industry.
  • The applicant must have a connection to TAG Advisors; the connection must have joined the firm on or before April 1, 2025.
  • Completed application form below, including associated documents:
    1. Two letters of recommendation.
    2. The school you will be attending in the upcoming academic year or your current employer.
    3. 300–500-word essay describing why you want to enter the financial services industry or how the scholarship will help you further your career in financial services.
  • Note: TAG employees and their family members are not eligible for the scholarship.