HD Vest Financial Services
Markita McGill is an accomplished financial professional currently serving as Vice President of Relationship Management at Fidelity Investments since April 2024. With extensive experience in the financial services industry, Markita has held senior roles such as Sr. Relationship Manager and Premium Wealth Management Consultant at HD Vest Financial Services, and AVP Business Strategist at LPL Financial. Previous positions include Regional Growth Consultant at Avantax Wealth Management® and Financial Advisor at Morgan Stanley Wealth Management, where Markita specialized in developing wealth transfer strategies. Markita holds a Bachelor's degree from the University of Missouri-Kansas City and a Master's degree from Webster University.
HD Vest Financial Services
HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish. Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services. Securities offered through HD Vest Investment Services(SM), Member SIPC Advisory Services offered through HD Vest Advisory Services(SM) 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000 Please visit https://hdvest.com/social_policy for more information.