FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.

Macord Foran

Registered Relationship Manager

Macord, a proud Texas native, embarked on a new chapter of his career in October 2021 when he joined Fratarcangeli Wealth Management team after beginning his career with Vanguard. Serving as a Senior Registered Relationship Manager, Macord plays a pivotal role as Senior Relationship Manager serving as the first point of contact for both new and long-standing clients. With a focus on fostering meaningful and enduring relationships, he provides thoughtful, strategic guidance tailored to each individual’s financial journey.

A dedicated advocate for business owners, Macord holds the Certified Exit Planning Advisor (CEPA) designation. This certification underscores his expertise in serving as a financial quarterback, guiding business owners through all facets of their personal, financial, and business lives. His mission is to empower entrepreneurs to exceed their business goals while cultivating a company culture where employees think and act like owners, paving the way for sustainable growth and owner independence. Macord is a part of a community of advisors who specialize in developing customized exit planning strategies that address current business challenges while positioning companies for long-term success and increased liquid wealth. Complementing his CEPA credential, Macord holds the Securities Industry Essentials, Series 7 Securities Registration, and Series 66 Registration, which equip him to offer a comprehensive suite of financial solutions to his clients.

Beyond his professional endeavors, Macord is deeply committed to giving back to his community. As an active member of the Jack and Jill Foundation, he dedicates his free time to tutoring children in need, helping to foster a brighter future for the next generation. When he’s not at work or volunteering, you’ll likely find Macord enjoying a round of golf, boating, or spending quality time with his dog, Roxanne.