It is a privilege to be included in the Forbes ranking of America's Top 200 Wealth Advisors. No one achieves such a humbling honor alone
(PRWEB) August 25, 2016
Judith McGee, L.H.D., C.F.P. ®, and Chair/CEO of McGee Wealth Management selected as one of Forbes’ 2016 list of America’s Top Wealth Advisors.
“It is a privilege to be included in the Forbes ranking of America’s Top 200 Wealth Advisors, developed by SHOOK Research. No one achieves such a humbling honor alone. I want to express my gratitude to my partner, D. Linette Dobbins, and the McGee Wealth Management team for their part in helping me attain this recognition. We are blessed by the clients who trust our firm as their financial advisors,” says Judith McGee.
The Forbes ranking of American’s Top Wealth Advisors is developed by SHOOK Research and is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue, trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
This esteemed accolade follows an impressive list of honors Judith McGee has received throughout her notable career. As one of the first females to receive a CERTIFIED FINANCIAL PLANNER™ designation in the Portland area.
Throughout her career, Judith’s passion has been to share her years of experience and financial insight with her clients, with whom she builds strong, lasting relationships based on mutual trust. As an ardent consumer finance advocate, her approach has always been consumer oriented and global in focus, specializing in investment management, retirement and estate planning, succession planning, and strategic philanthropy.
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 1,200 Wealth Advisors1in the U.S. every year since 2009 and has ranked her as Oregon’s top advisor. Financial Times listed her on their list of Top 400 Nationally in 20142, and in 2015, Judith was inducted into Research Magazine’s Advisor Hall of Fame3.
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). 12455 SW 68th Ave. Portland, Oregon 97223. 503-597-2222. Visit http://www.McGeeWM.com for more information. For media requests contact Diane Dennis with Inspired Media at info(at)inspiredmc.com.
McGee Wealth Management is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. The awards are bestowed by independent third party organizations not affiliated with Raymond James.
Any opinions are those of Judith McGee and not necessarily those of Raymond James.
1. Ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated by the firms and the quality of the advisors’ practices.
2. 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
3. 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.