With coaching skills and relationship building strategies I assist clients in making shifts that may serve them best for financial planning, long term goals, and their future
Portland, Oregon (PRWEB) April 14, 2017
McGee Wealth Management’s President and CCO, Linette Dobbins CFP®, recently completed and received a Certification as a John Maxwell Coach and speaker. As a Financial Advisor presiding over a nationally recognized Financial Advisory Firm, Linette is committed to ongoing education and skill building to assist clients in making best choices for their financial future.
“People have early lifetime experiences that form their beliefs about money, personal finances, and spending. Sometimes these beliefs don’t serve them well for their financial long term planning and goal setting. With coaching skills and relationship building strategies, I assist clients in making shifts that may serve them best for financial planning, long term goals, and their future,” Dobbins explains, adding that “The John Maxwell Certification gives one more set of tools to guide our clients”.
In addition to Dobbin’s additional certification, McGee Wealth Management is recognized for their commitment to philanthropy, and for two consecutive years in a row given the Portland Business Journal’s Small Business Philanthropy Award. Giving back is paramount to the McGee Wealth Management team. Throughout her stellar career, Linette Dobbins has contributed time and talent to organizations such as the prestigious Circle of Giving that benefits women’s health research at Oregon Health & Science University, the Portland, Oregon Rose Festival Foundation Board, Raymond James Women’s Advisory Council, and other non-profit professional and community organizations.
McGee Wealth Management has a long standing reputation of philanthropy and community service beginning with their mission and values statement. Director of Marketing and philanthropy coordinator Ashley Baldwin developed an organized company policy giving paid time off to all employees to participate in activities for a charity of their choice. The firm supports employee chosen charities by allocating funds each year for employee-directed donations and event participation.
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(dot)com.
McGee Wealth Management is a fee based advisory and wealth management firm integrating financial services with holistic planning, consulting, and asset management. With 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 is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. The John Maxwell Coach certification is awarded to individuals who complete the three-day live International Maxwell Certification training event. Raymond James is not affiliated with and does not endorse the John C. Maxwell Certification Program or the Portland Business Journal.
McGee Wealth Management has been recognized by Forbes’ America’s Top Advisors, Research Magazine’s Advisor Hall of Fame, and Barron’s Magazine.
Forbes: Data provided by SHOOK™ Research, LLC as of 3/31/16. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms.
Research Magazine: Candidates who pass our rigorous screens 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. 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.
Barrons: The formula Barron's uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor's regulatory record.