William A. Cassidy in

William A. Cassidy

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Managing Director at Higginbotham
📍 Tampa, Florida, United States

William is a Managing Director at Higginbotham, specializing in cost-efficient wealth accumulation and preservation strategies for executives and affluent families. He holds an Executive MBA from the University of South Florida. His firm, Cassidy & Company, was recently acquired by Higginbotham, where he continues to lead his team.

William is committed to his community, having served on the Planned Giving Committee for the Tampa General Hospital Foundation. He proudly continues his familys tradition in the financial services industry, following in the footsteps of his late uncle and grandfather, both of whom were industry professionals.

He is a third-generation financial professional, carrying on a legacy started by his grandfather and uncle.

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Experience
18 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Tampa, Florida, United States
Personality Overview

How William shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics William cares about

Wealth Preservation
His career is focused on delivering customized accumulation and preservation strategies for high-net-worth individuals and business owners.
Estate Planning
Specializes in estate planning and wealth transfer, a core part of his practice at both Cassidy & Company and Higginbotham.
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Career

Work history

7-2024
Managing Director
Higginbotham
3-2017
Owner
Lion Street
8-2011 - 5-2025
President
Cassidy & Company
1-2011 - 3-2017
Financial Professional
AXA US
6-2007 - 12-2010
Producer
Thomas Financial Group
In the press

Media appearances

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Education
1990 - 1994
B.A.
The University of the South
8-2004 - 5-2006
Executive MBA
University of South Florida Muma College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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