I am honored to be on the Barron's Top 1200 list and ranked #1 in Oregon
Portland, Oregon (PRWEB) April 02, 2015
Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management has been selected as one of Barron’s 2015 Top 1,200 Financial Advisers in the Country, and ranked number 1 in Oregon. The prestigious listing is published by Barron’s Financial Newspaper.
“Over the next few years, there will be an even higher demand for CERTIFIED FINANCIAL PLANNER™ professionals. Most CFP® professionals are part of teams who serve a variety of clients with various needs from accumulating retirement assets to preserving their next eggs.
"It’s a wonderful and satisfying career, especially for women. I am honored to be on the Barron’s Top 1200 list and grateful to my dedicated teammates,” Judith McGee says.
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.
In 1979, four years after starting as an advisor, McGee became one of the first female CERTIFIED FIANNCIAL PLANNER™ professionals. Today she leads a 15-person team that manages nearly $430 million for 973 clients.
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@example.com.
McGee Wealth Management is an independent firm. Securities offered through Raymond James Financial services, Inc. Member FINRA/SIPC