Higginbotham partners with Cassidy & Company to expand southeast presence

Higginbotham , the largest independent insurance, financial, and HR services firm headquartered in Texas, has partnered with Cassidy & Company, a Tampa, FL-based financial services firm specializing in life insurance planning for high-net-worth individuals and business owners. This collaboration aims to strengthen Higginbotham’s expertise in the Southeast region, supporting partner offices in Florida, Tennessee, Mississippi, and beyond.

The partnership aligns with Higginbotham’s strategic growth plan to enhance its regional footprint in key markets. Chairman and CEO Rusty Reid highlighted the importance of expanding specialized services in the Southeast, similar to their previous collaboration with Paradigm Gilbert in Los Angeles, which bolstered their life insurance planning capabilities on the West Coast.

Cassidy & Company, known for its sophisticated life insurance and financial planning solutions, will now operate under the Higginbotham umbrella. President William A. Cassidy expressed enthusiasm for the partnership, emphasizing the firm’s decades of experience in the industry and its commitment to providing comprehensive financial services to business owners and families in the Southeast.

This partnership also offers Cassidy & Company clients access to Higginbotham’s extensive range of personal and commercial coverages, as well as employee benefits. Matt Woodard, Vice President of Cassidy & Company, noted the value of connecting their clients with Higginbotham’s practice area specialists to meet their diverse needs.

For Cassidy & Company employees, the partnership provides new opportunities for career development and growth within the employee-owned Higginbotham firm. Director of Operations Christina Magero highlighted the benefits of being part of a larger organization, including enhanced job satisfaction and support.

With this alliance, both firms aim to expand their market share and deliver a broader array of services to existing and new clients, solidifying their position as leaders in the insurance and financial services industry.