Nicole McWilliams receives NAPA Top Women of Excellence 2025 Award
TAG Advisors is thrilled to announce that Nicole McWilliams was named a 2025 NAPA Top Women of Excellence! She received the award for raising the bar in the retirement plan industry in its mission to ensure a secure retirement for ALL Americans after a lifetime of hard work.
Congratulations, Nicole!
To learn more about Nicole’s award, visit the National Association of Plan Advisors website.
TAG has expanded to more than 400 like-minded advisors managing over $18 billion in client assets. In 2023, the firm surpassed a major milestone by crossing the $100 million revenue mark. The momentum continued into 2024, when TAG set a new recruiting record by adding 67 advisors representing $18.7 million in aggregate revenue. We combine the advantages of one of the largest independent broker-dealers with an intimate network dedicated to individualized service.
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