Portland, Oregon (PRWEB) March 19, 2016
McGee Wealth Management announces that Jennifer Currin Gutridge, CFP®, Executive Vice President of McGee Wealth Management , and Financial Advisor for Raymond James Financial Services has been named a 2016 Five Star Wealth Manager for the Five Star Program. This is the first year for Jennifer to be awarded this prestigious accolade.
The Five Star program is the largest and most widely published wealth manager award program in North America. Award candidates are evaluated against ten objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The Five Star Wealth Manager award process includes nominations by wealth managers, financial planners and advisors, CPA’s and estate planning attorneys. Candidates can be nominated by their firm or a peer to be considered for the Five Star Wealth Manager award.
Award candidates are evaluated against objective criteria. The candidates must be credentialed as an investment advisory representative or a registered investment advisor. Candidates must be actively employed as a credentialed professional in the financial services industry for a minimum of five years with a favorable regulatory and complaint history. Candidates must be actively accepting new clients and must have fulfilled their firm review based on internal firm standards. Other criteria considered includes one-year client retention rate, five-year client retention rate, non-institutionalized discretionary and/or non-discretionary client assets administered, number of client households served, and educational and professional designations. This award is bestowed by an independent third party not affiliated with Raymond James.
The prestigious Five Star Wealth Manager Award is given to less than eight percent of the wealth managers in the market. McGee Wealth Management adds this award to a long list of awards and accolades throughout their firm’s history.
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/Chair of McGee Wealth Management and Co-Branch Manager (RJFS). D. Linette Dobbins, C.F.P.®, President/COO McGee Wealth Management and Co-Branch Manager (RJFS) and Jennifer Currin Gutridge, C.F.P.®, Executive Vice President of McGee Wealth Management 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.com