McGee Wealth Management Firm Fulfills Mission Statement by Working for Habitat for Humanity

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In keeping with the McGee Wealth Management philosophy and mission of philanthropy, the entire staff will be participating in Employee Team Building Day with Habitat for Humanity in October 2015.

In following the legacy of our founder, Judith McGee, our executives have always served local organizations to enrich the communities we share with our clients and friends

In keeping with the McGee Wealth Management philosophy and mission of philanthropy, the entire staff will be participating in Employee Team Building Day with Habitat for Humanity in October 2015. Employees will participate in volunteering at a new neighborhood, Allen Estates, assisting in the building of 24 new homes in Portland, Oregon.

McGee Wealth Management incorporates philanthropy in their mission statement and practices this philosophy through an organized company policy developed by Ashley Baldwin, McGee Wealth Management Marketing Director. Giving back to the community is forefront in the firm’s endeavors to spend time and resources on needs in their community. All employees of McGee Wealth Management receive paid time off to participate in activities for a charity of their choice. McGee Wealth Management also supports employee chosen charities by allocating funds each year for employee-directed donations and event participation.

“In following the legacy of our founder, Judith McGee, our executives have always served local organizations to enrich the communities we share with our clients and friends. We are proud to provide the support needed to extend this culture of giving throughout our entire firm,” says Ashley Baldwin, Director of Marketing and philanthropy coordinator.

Judith McGee, L.H.D., C.F.P.® and Chair/CEO of McGee Wealth Management has served on numerous nonprofit boards throughout her illustrious career including Rice Northwest Museum of Rocks and Minerals for which a designation of Smithsonian Affiliation was granted during her service, The Multnomah County Library Association, and Warner Pacific College.

“For generations, our families have embodied a tradition and a core belief deeply rooted in the idea of giving back. It’s why the McGee team feels strongly about supporting charitable causes within our communities. We believe that through philanthropy, we can help make life a richer experience for others,“ Judith McGee says.

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 motto, “Making Life a Richer Experience” exemplifies their stellar client relationships, which are 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). Securities offered throught Raymond James Financial Services, Inc. Member FINRA/SIPC. McGee Wealth Management is independent of Raymond James Financial Services. 12455 SW 68th Ave. Portland, OR 97223. 503-597-2222. Visit http://www.McGeeWM.com for more information. For media inquiries contact Diane at Inspired Media info(at)inspiredmc(dot)com

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Diane Dennis
Diane Dennis
since: 06/2012
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