As the investing world evolves, the needs of investor become more complicated.
Portland, Oregon (PRWEB) May 07, 2015
Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management has been selected as a member of the prestigious 2015 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 Financial Times uses to grade CERTIFIED FINANCIAL PLANNER™ professionals is based on six broad factors and calculates a score for each CPF® professional. 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.
“As the investing world evolves, the needs of 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 CFP® professionals. According to the report, more than a quarter of the Financial Times 400 members serve retirees, and these leading financial advisers offer a diverse array of skills, opinions and backgrounds.
2015 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 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.
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
The Financial Times top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015). Barron’s 2015 Top 1200 Financial Advisers is also an independent listing not affiliated with Raymond James. Barron’s factors included in aaa ranking: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance ins’t an explicit component.