Marshall Hagen JD, MBA

DIRECTOR OF WEALTH PLANNING

Marshall is an accomplished professional with an extensive educational background and a wealth of experience in the finance industry. He holds a Bachelor's degree in Psychology from Tufts University, showcasing his understanding of human behavior and decision-making processes. Building upon this foundation, Marshall pursued his legal education at Fordham University School of Law, where he earned his Juris Doctorate Law Degree, further enhancing his analytical and problem-solving skills.

Recognizing the importance of a comprehensive business perspective, Marshall also obtained a Master of Business Administration (MBA) from NYU Stern School of Business, solidifying his understanding of strategic management and financial decision-making within a corporate context.

Throughout his career, Marshall has consistently demonstrated his expertise in wealth management by catering to the needs of high-net-worth individuals. He has served as a trusted wealth consultant at renowned financial institutions, including Morgan Stanley Smith Barney and UBS Financial Services. Drawing upon his in-depth knowledge of financial markets, investment strategies, and risk management, Marshall has successfully guided his clients towards achieving their financial objectives.

Currently, Marshall holds a prominent role as the leader of the wealth planning division at Archer Financial. In this capacity, he utilizes his diverse skill set to deliver tailored and effective solutions to individuals seeking comprehensive wealth planning strategies. Marshall's commitment to providing exceptional financial advice and his ability to navigate complex financial landscapes make him a valuable asset to our clients and the firm alike.