NAPFA Fall 2023 National Conference Speaker

Marcus Hagood is an oenophile who holds Series 7, 63, and 66 securities licenses, with a degree in international economics, which makes him a really smart wine connoisseur. With 15 years of industry experience in multiple roles at TD Ameritrade and Securities America, Hagood’s varied experience has included everything from recruiting financial professionals to working to develop the first ever online brokerage window in a 401(k) plan. Through it all, his focus has been to assist investment professionals in achieving their goals through identifying and implementing best practices in business development, practice management, succession planning, and technology integration. Hagood’s passion is creating new products and services. At FP Transitions, he is responsible for the support and evolution of FP Transitions’ popular Equity Management System® (EMS), helping thousands of advisors learn how to manage the equity of their practices and businesses.