McGee Wealth Management CEO Judith McGee Selected one of Barron's Top Financial Advisers
Portland, Oregon (PRWEB) April 24, 2014 -- Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management has been selected as one of Barron’s 2014 Top 1,200 Financial Advisers in the Country, and ranked number 4 in Oregon. The prestigious listing is published by Barron’s Financial Newspaper.
Barron’s financial newspaper, published by Dow Jones & Co., produced the listings of distinguished advisers by weighing specific criteria such as assets under management, revenues generated for their firms, and the overall quality of practices. Regulatory records are examined and extensive questionnaires are filled out by the advisors themselves.
Judith McGee is frequently recognized as one of the nation’s top wealth managers by leading industry publications. Among them, Barron’s magazine has named McGee to its list of Top 1,000 Wealth Advisors in the U.S. every year since 2009, also ranking her as one of Oregon’s top ten. McGee attributes these prestigious achievements to her clients for their mutual trust and continued support, reinforcing her belief that putting her clients first is the best way to do business.
McGee Wealth Management is a fee based advisory wealth management firm integrating financial services with holistic planning, consulting, and asset management. With the exemplary credentialed staff, comprehensive services, and philanthropic recognition, McGee Wealth Management believes their “Making Life a Richer Experience” motto exemplifies their stellar client relationships, built on trust and collaboration, with a strong focus on the financial needs of multi-generational families.
McGee Wealth Management’s key team members include Judith McGee, L.H.D., C.F.P.®, ChFC, CEO/Chairwoman (MWM) & Co-Branch manager (RJFS), D. Linette Dobbins, CFP®, President/CCO (MWM) & Co-Branch Manager (RJFS), and Jennifer Currin Gutridge, CFP®, Executive Vice President (MWM) and Financial Advisor (RJFS). Visit http://www.McGeeWM.com, call 503-597-2222, or write 12455 SW 68th Ave. Portland, Oregon 97223 for more information. McGee Wealth Management is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. For media requests contact Diane with Inspired Media at [email protected].
Diane Dennis, Inspired Media, http://www.inspiredmc.com, +1 (503) 678-1356, [email protected]
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