I have cultivated a culture that focuses on continuing education and advanced technology to stay current and better serve clients
Portland, Ore. (PRWEB) July 10, 2014
Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers list. This list is compiled annually and features the top advisers at traditional broker-dealer firms in the U.S.
The formula that FT uses to grade advisors is based on six broad factors and calculates a score for each advisor. Areas considered include advisor assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority compliance records and online accessibility. The Financial Times highlights the results by emphasizing how difficult and competitive the job of financial adviser has become. “A good adviser should have one eye on global trends and another on his or her client’s household,” FT explains.
Judith McGee is one of only two financial advisers in Oregon to make this 400 Top Financial Adviser list. “As the investing world evolves, the needs of the investor become more complicated. I have cultivated a culture that focuses on continuing education and advanced technology to stay current and better serve clients,” CEO/Chair Judith McGee explains.
The 400 Top Financial Adviser list comes with a report highlighting the population served by the top advisers. According to the report, more than a quarter of the FT 400 members serve retirees, and these leading financial advisers offer a diverse array of skills, opinions and backgrounds.
2014 has been a banner year for McGee Wealth Management and their team. Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management was selected as one of Barron’s 2014 Top 1,200 Financial Advisers in the Country1, and ranked number 4 in Oregon. Judith McGee was honored June 2014 for becoming one of Barron’s Top 100 Women Advisors 2. The prestigious listing is published by Barron’s Financial Newspaper. Linette Dobbins, President/COO of McGee Wealth Management, Co-Branch Manager of Raymond James Financial Services, and CFP® was named a 2014 Five Star Wealth Manager 3 by The Five Star program.
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 info(at)inspiredmc(dot)com
All awards bestowed by independent third party organizations not affiliated with Raymond James.
1. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
2. The rankings reflect the volume of asses overseen by the advisors and their teams, revenues generated for the firms and quality of the advisors’ practices.
3. 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor. 2) Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years. 3) Favorable regulatory and complaint history review. 4) Fulfilled their firm review based on internal firm standards. 5) Accepting new clients 6) One-year client retention rate. 7) Five-year client retention rate. 8) Non-institutionalized discretionary and/or non-discretionary client assets administered. 9) Number of client households served 10) Educational and professional designations.