We are very high on personal connection
Portland, Oregon (PRWEB) January 12, 2016
Judith McGee, C.F.P.®, ChFC, CEO/Chairwoman (MWM), Co-Branch manager (RJFS); and Chair/CEO of McGee Wealth Management is one of four advisors chosen for 2015 Top Advisor by Research Magazine. Only four financial advisors are chosen annually this coveted award.
Candidates who pass rigorous screens for this award have served a minimum of 20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
Research Magazine's Advisor Hall of Fame is now in its 25th year. This eagerly anticipated annual feature has become a benchmark of excellence in the financial industry.
“We’re very high on personal connection. I’ve always felt that you get paid for the amount of service you give, and that's been part of our code. Every Monday we email a report on what our thinking is regarding the previous week, what occurred in the markets and what we expect for the upcoming week. We have in-person planning meetings; and for clients who aren't in town, we do computer screen-share, where they can see all the data. We Skype with clients and have brief “Touch-and-Go” meetings for updates and answering questions. We also have a LinkedIn presence and a Facebook page. There's been a big emphasis on education to teach people skills to build money muscle,” Judith McGee said when asked about the firm’s client communication style.
Scott Curtis, president of Raymond James Financial Services congratulates Judith McGee for her exemplary work in the industry by saying: “Congratulations to Judith, and her entire team, for being recognized as one of the very best financial advisors in our business. “Judith's inclusion in the Advisors’ Hall of Fame reflects her longstanding commitment to her clients and the high quality, clients-first focused associates on her team. It also reflects her leadership in our profession and her history of giving back to others less fortunate. We're proud to be associated with a financial professional and person of Judith’s high standing.”
Preliminary judging in the contest was by Research magazine Editor in Chief Janet Levaux and Executive Editor Kenneth Silber. Final judging was performed by a distinguished panel of experts: Mark Elzweig, principal, Mark Elzweig Company, Ltd.; Michael Finke, professor, Texas Tech University; and Jon Henschen, president, Henschen & Associates. Raymond James is not affiliated with Research Magazine or any of the judges for this award.
About McGee Wealth Management
McGee Wealth Management, an independent firm 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 info(at)inspiredmc(dot)com