It is a tremendous honor to be recognized as one of the top women financial advisors in the country
Portland, Oregon (PRWEB) April 05, 2017
Judith McGee, L.H.D., C.F.P.® and Chair/CEO of McGee Wealth Management and financial advisor with Raymond James Financial Services, was recently named to Forbes list of the “Top 200 Women Advisors” in the Country. The 2017 list, published February 28, ranked 200 advisors. McGee ranked No. 27 in the United States.
“It’s a tremendous honor to be recognized as one of the top women financial advisors in the country,” McGee said. “I’m excited to be in the company of such a dynamic group of women.”
The Forbes ranking of American’s Top Women Wealth Advisors is developed by SHOOK Research and is based on an algorithm of qualitative and quantitative data, rating thousands of women wealth advisors. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Forbes, a biweekly financial magazine, produced the listing of distinguished advisors after weighing various quantitative criteria, including: assets under management and revenue generated for their firms and the overall quality of the advisor’s practice.*
This esteemed accolade follows an impressive list of honors and accolades Judith McGee has received through her notable career. As one of the first females to receive her CERTIFIED FINANCIAL PLANNER™ certification, McGee has pioneered change and growth in the financial planning industry.
McGee Wealth Management is nationally recognized, independent wealth advisory and investment management firm. McGee Wealth Management advisors integrate financial services and asset management with holistic planning and consulting. With comprehensive services and philanthropic recognition, McGee Wealth Management believes that “Making Life a Richer Experience” 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.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services
Visit http://www.McGeeWM.com for more information. For media requests contact Diane Dennis with Inspired Media at info(at)inspiredmc(dot)com
Forbes’ Methodology: Basic requirements include 7 years as an advisor, minimum 1 year at current firm, with exceptions (acquisitions, etc.), advisor must be recommended, and nominated, by Firm, completion of online survey, over 50% of revenue/production must be with individuals and have an acceptable compliance record. Quantitative considerations include revenue/production; weightings assigned for each, assets under management—and quality of those assets—both custodied and a scrutinized look at assets held away, client-related data, such as retention, portfolio performance is not a factor; audited returns among advisors are rare, and differing client objectives provide varying returns. Qualitative considerations include telephone and in-person meetings with advisors (if an in-person meeting cannot be accomplished, exceptions are considered in which the interview will occur after a ranking has been published), compliance records & u4s, advisors that provide a full client experience:
Service model, investing process, fee structure (higher % of fee-based assets earns more points), breadth of services, including extensive use of Firm’s platform and resources (eg, liabilities), credentials (years of service can serve as proxy), use of team & team dynamics, community involvement, discussions with management, peers, competing peers, telephone and in-person meetings, and U4/compliance issues.
Rankings are based on the opinions of Shook Research, LLC and not indicative of future performance or representative of any one client's experience. Raymond James is not affiliated with Forbes or Shook Research, LLC.