William A. Cassidy

Examiner
DISC Type : cs

Managing Director at Higginbotham

Tampa, Florida, United States

Overview

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.

Personality Overview

Process Oriented

Overcautious

Unexpressive

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care 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.
Business Mergers
He recently navigated the acquisition of his own firm, Cassidy & Company, by Higginbotham, giving him firsthand experience in such transitions.

Media Appearances

William has no verified media appearances

Work History

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

Education

1990 - 1994
B.A. from The University of the South
8-2004 - 5-2006
Executive MBA from University of South Florida Muma College of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : Tampa, Florida, United States Job Level : Mid-senior Designation : Managing Director at Higginbotham
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Insights For Selling To William A.

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William A. is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from William A.

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will William A. move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can William A. take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And William A.

Personality Compatibility


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